Andrew Warhoftig Wilk
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
Are you Andrew Warhoftig Wilk? 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
10 years in the industry.
- Bank of America, N.A.Feb 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2025 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2023 to Oct 2024
- Sr Beverages LLCApr 2023 to Dec 2023
- Hefren-tillotsonMay 2022 to Aug 2022
- My Next SeasonMay 2020 to Sep 2020
- Chatham UniversityAug 2019 to May 2023
- Brookhaven Country ClubDec 2017 to Nov 2020
- UnemployedAug 2017 to Apr 2020
- Fieldhouse USAMay 2017 to Jul 2017
- UnemployedSep 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7758652
- Firm CRD
- 7691