Andrew J Crean
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 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
12 years in the industry.
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2023 to now
- Merrill Lynch, Pierce, Fenner & SmithincorporatedJun 2021 to now
- Florida Financial AdvisorsJan 2021 to May 2021
- Trial XFeb 2020 to Dec 2020
- Spotless GuttersJun 2019 to Jun 2019
- Loyola University of MarylandNov 2016 to Dec 2020
- Lugis Pizzeria / Avli Greek KitchenJan 2016 to Jan 2020
- Spotless GuttersJan 2014 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7400305
- Firm CRD
- 7691