SB
CFP · ChFC
SB
CFP · ChFC

Scott Biedrycki

42 Years of Experience
Charlotte, NC
Broker

Scott Biedrycki is a CFP, ChFC-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Charlotte, NC, with 42 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

13510 Ballantyne Corporate Pl, Charlotte, NC, 28277

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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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Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2007 - Present · 19 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2007 - Present · 19 yrs 4 mos
Previous Registrations
Mid Atlantic Financial Management, INC.
May 2004 - January 2007 · 2 yrs 8 mos
Mid Atlantic Capital CorporationBroker
May 2004 - January 2007 · 2 yrs 8 mos
London Pacific Advisors
May 2002 - May 2004 · 2 yrs
London Pacific Securities, INC.Broker
April 1998 - May 2004 · 6 yrs 1 mo
Royal Alliance Associates, INC.Broker
January 1997 - April 1998 · 1 yr 3 mos
Keogler, Morgan & Company, INC.Broker
March 1994 - January 1997 · 2 yrs 10 mos
MML Investors Services, INC.Broker
November 1991 - March 1994 · 2 yrs 4 mos
Manequity, INC.Broker
January 1990 - April 1997 · 7 yrs 3 mos
New England Securities CorporationBroker
October 1988 - November 1989 · 1 yr 1 mo
Equico Securities, INC.Broker
August 1987 - December 1988 · 1 yr 4 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1987 - December 1988 · 1 yr 4 mos
John Hancock Distributors, INC.Broker
February 1979 - July 1983 · 4 yrs 5 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1979 - July 1983 · 4 yrs 5 mos
State Registrations27 states
ALCACOCTDCFLGAILINKSMAMDMINCNJNYOHOKORPASCTNTXVAVirgin IslandsWAWI
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.
Scott Biedrycki - Financial Advisor | TrueAdvisor