Melinda Andrew
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
13 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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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
13 years in the industry.
- Bank of America, N.A.Jun 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to now
- Prudential Invement Management Services LLCJan 2020 to Feb 2021
- Prudential Insurance Company of AmericaOct 2019 to Feb 2021
- UnemployedMar 2019 to Oct 2019
- Franklin Street Commercial Real EstateNov 2017 to Mar 2019
- University of North FloridaAug 2013 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7224992
- Firm CRD
- 7691