Stacey Cassis
Stacey Cassis is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bloomfield Hills, MI, with 43 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
39577 Woodward Ave, Bloomfield Hills, MI, 48304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stacey is a trustee for Bonnabelle, starting in August 2023. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Independence One Brokerage Services, INC.Broker
Abn Amro Financial Services, INC.Broker
Standard Brokerage Services, INC.Broker
Essex National Securities, INC.Broker
Fmb Investment ServicesBroker
Robert W. Baird & CO. IncorporatedBroker
Clayton Brown & Associates, INC.Broker
L. F. Rothschild, Unterberg, TowbinBroker
Edward D. Jones & CO., L.P.Broker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.