Simon Heaster
Simon Heaster is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Daytona Beach, FL, 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
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
1616 Concierge Blvd, Daytona Beach, FL, 32117
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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.
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Simon is a board member of the City of Ormond Beach Aviation Advisory Board, assisting in the development of the local airport, dedicating minimal time. He is also the treasurer for the Volusia Young Professionals Group, a non-profit, spending a few hours per week on this role.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations23 states
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