Andrew H Tamburin
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.
- Bank of America, N.A.Aug 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2024 to now
- UnemployedMay 2024 to Jul 2024
- Ochsner Health PlanJun 2023 to May 2024
- Ochsner Health NetworkMay 2022 to Jul 2022
- Tulane A.B Freeman School of BusinessSep 2020 to May 2023
- Tulane AthleticsSep 2019 to Mar 2020
- Tulane UniversityAug 2019 to May 2023
- Boys and Girls Club of the WiregrassMay 2019 to Aug 2020
- Atlanta Bread CompanyJun 2017 to Aug 2018
- Houston AcademyAug 2014 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MD, 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
- 7964622
- Firm CRD
- 7691