Paola Sierra
Paola Sierra is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Philadelphia, PA, with 1 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
1600 Jfk Blvd, Philadelphia, PA, 19103
Get directionsHistory
Regulatory History (3)
Financial
September 2024Financial
June 2024Financial
January 2023Other Business Activities
Paola owns and directs Controla Dance Academy, a Latin dance academy, overseeing a small staff of independent contractors. This takes about 10-20% of Paola's time.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 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.