FM
CFP
FM
CFP

Frank Migliazzo

46 Years of Experience
Bloomfield Hills, MI
1 DisclosureBroker

Frank Migliazzo is a CFP-designated registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Bloomfield Hills, MI, with 46 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

39577 Woodward Ave, Pbig - Troy, Bloomfield Hills, MI, 48304

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History

Regulatory History (1)
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Customer Dispute
April 2009
Settled
Other Business Activities

Frank is involved in several outside business activities, including being a general partner/managing member of MKG Ventures LLC, a passive investor in SMIG LLC, and a limited partner in A&M Industries. He also serves on the advisory boards of Manresa Jesuit Retreat House and The Catholic Foundation of Michigan, and is a general partner in A & M Real Estate LLC.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1990 - Present · 36 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1979 - Present · 46 yrs 7 mos
State Registrations30 states
AZCACOCTDCFLGAILINMAMDMEMIMOMTNCNHNJNMNVNYOHPARISCTNTXVAWAWI
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.