Andrew Ryan Mcfarland
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Andrew Ryan Mcfarland? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Bank of America, N.A.Nov 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2024 to now
- UnemployedMay 2024 to Oct 2024
- Fisker Inc.Sep 2021 to Apr 2024
- UnemployedDec 2020 to Aug 2021
- Mufg Securities Americas Inc.Sep 2018 to Nov 2020
- Mufg Union Bank, N.A.Jul 2018 to Nov 2020
- Mufg Union Bank, N.A.Jun 2017 to Aug 2017
- University of California, BerkeleyAug 2014 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6499340
- Firm CRD
- 7691