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Merrill Lynch manager, Joe Gualtieri, in Philadelphia sent me a letter with no explanation why he was liquidating my retirement investments.I contacted him and my financial advisor to be told by the advisor, he did not know why and Joe did not return my calls.

When a letter was requested to explain why, none was sent.

This had been a 5 year association with trust on my part. Now I am facing a withdrawal fee and 60 days to find a new investment company.

At my age, this is very disappointing and has caused much anguish.This should not happen to anyone.

Monetary Loss: $6000.


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Salt Lake City, Utah, United States #812087

I agree.My advice is do not go with ML.

After all they were neck deep in the housing scandal and then paid their CEO over $100,000,000 to take a hike. I am a customer of 25 yrs and they convinced me to switch the Merrill Edge.

It was and is a overwhelming process with conflicting answers and no answers.No real value, go somewhere else

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