AC
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Anthony Campbell

3 Years of Experience
Charlotte, NC
Broker

Anthony Campbell is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 3 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.

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Location

150 N College St, Charlotte, NC, 28255

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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.

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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2025 - Present · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2025 - Present · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
June 2022 - March 2024 · 1 yr 9 mos
Northwestern Mutual Investment Services, LLCBroker
June 2022 - March 2024 · 1 yr 9 mos
Wells Fargo Clearing Services, LLC
October 2021 - May 2022 · 7 mos
Wells Fargo Clearing Services, LLCBroker
September 2021 - May 2022 · 8 mos
Ally Invest Securities LLCBroker
May 2021 - September 2021 · 4 mos
State Registrations1 state
NC
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.
Anthony Campbell - Financial Advisor | TrueAdvisor