DB
DB

Damon Brown

5 Years of Experience
Bloomfield Hills, MI
Broker

Damon Brown is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bloomfield Hills, MI, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

Loading...

Location

39577 Woodward Ave, Bloomfield Hills, MI, 48304

Get directions

History

Regulatory History
Clean regulatory record

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

Damon owns The Brown Organization LLC, the parent company of a sports podcast called "Locker Room Talk", dedicating a few hours per week. He is also a board member for Grand Blanc Township, spending minimal time per week attending meetings and participating in decisions.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2021 - Present · 5 yrs 6 mos
State Registrations18 states
AZCACODCDEFLGAILINMAMIMNMONCNYOHTXWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.