Douglas Amstutz
Douglas Amstutz is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bakersfield, CA, with 49 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
5080 California Ave, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 1999Other Business Activities
Douglas is a general partner in Amstutz Properties, a family partnership focused on real estate and security investments, dedicating minimal time monthly. He also serves as an advisor on the board of the Bakersfield East Rotary Foundation, assisting with the distribution of funds to Kern County charities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Prudential Securities IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations30 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.