Lance Stanchel-Skyler
Lance Stanchel-Skyler is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Dallas, TX, with 2 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
2100 Ross Ave, Dallas, TX, 75201
Get directionsHistory
Regulatory History (3)
Financial
July 2024Financial
May 2021Judgment / Lien
December 2020Other Business Activities
Lance is an auto dealer, buying and selling used cars since 2019, dedicating a few hours per week. He also works as an armed security guard since 2022, spending about 10-20% of his time on this.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
State Registrations38 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.