Andrew Glenn Stemm
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
11 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
11 years in the industry.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- UBS Financial Services IncMay 2023 to Jul 2024
- Flint Hills ResourcesMay 2022 to Aug 2022
- KpmgJan 2022 to Mar 2022
- Merrifield Office SupplyNov 2020 to May 2023
- CvsApr 2020 to Aug 2020
- Stillwater Community CenterMar 2020 to Aug 2020
- Oklahoma State UniversityAug 2019 to May 2023
- Oklahoma State FootballMay 2019 to Jan 2020
- Pie Five Pizza Co.Jul 2016 to Apr 2019
- Stillwater High SchoolAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (OK, 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
- 7737823
- Firm CRD
- 7691