Anthony Bottini III
CRD Number: 5567091
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both
Anthony R Bottini III, AAMS, CRPC
Wealth Management Advisor
Annthony Richard Bottini III, AAMS, CRPC is one of the founding partners of BHG Associates, a wealth management advisory team with over 6 decades of experience in financial services.
Rick holds the Chartered Retirement Planning Counselor and Accredited Asset Management Specialist designations. He is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios and third-party investment strategies. When servicing clients through the firm's Investment Advisory Program, a portfolio manager may manage his strategies on a discretionary basis.
Rick graduated from Hamilton College where he earned his BA in Economics and Political Science.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Cfs Investment Advisory Services LLC
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||May 2011 - Current||6|
|Unemployed||Poughkeepsie, NY||Jun 2010 - May 2011||< 1|
|Hamilton College||Clinton, NY||Aug 2006 - Jun 2010||3|
|The Kent School||Kent, CT||Aug 2002 - Aug 2006||4|
|Exam Code||Name||Passed Date|
|S7||General Securities Representative Examination (GS)||Jul 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Merrill Lynch makes available products and services offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), a registered broker-dealer and Member Securities Investor Protection Corporation (SIPC), and other subsidiaries of Bank of America Corporation. Insurance and annuity products are offered through Merrill Lynch Life Agency Inc., a licensed insurance agency and wholly owned subsidiary of Bank of America Corporation.
Merrill Lynch is the marketing name for Merrill Lynch Wealth Management, and Merrill Edge®, both of which are made available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”). Merrill Edge is available through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S), and consists of the Merrill Edge Advisory Center (investment guidance) and self-directed online investing.
Trust and fiduciary services are provided by U.S. Trust, a division of Bank of America, N.A., Member FDIC, or U.S. Trust Company of Delaware. Both are wholly owned subsidiaries of Bank of America Corporation.
Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.
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