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Hailey Eller

4 Years of Experience
Milwaukee, WI
Broker

Hailey Eller is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Milwaukee, WI, with 4 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

833 E Michigan St, Milwaukee, WI, 53202

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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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Other Business Activities

Hailey is an employee of Two Birds Event Group, a limited liability company, since September 2023. She spends about 10-20% of her time bartending, including some hours during trading hours.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2024 - Present · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2022 - May 2022 · 4 mos
State Registrations41 states
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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.