Skip to content

Andrew Etsell

Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
12 yearsExperience
1 stateRegistered in
$1.8TFirm assets
47 yearsFirm in business

Are you Andrew Etsell? Claim your profile

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.

  1. Bank of America, N.A.Dec 2024 to now
  2. Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2024 to now
  3. National Credit CenterMay 2024 to Sep 2024
  4. Spectrum BusinessJul 2023 to Apr 2024
  5. Sweetwater Home AppliancesApr 2023 to Aug 2023
  6. UnemployedJan 2023 to Apr 2023
  7. At&tJan 2022 to Jan 2023
  8. Furniture RowJan 2021 to Jan 2022
  9. Hercules LedJul 2019 to Feb 2021
  10. Level Red BoxingMay 2019 to Jul 2019
  11. UnemployedFeb 2018 to May 2019
  12. Outback SteakhouseOct 2017 to Feb 2018
  13. UnemployedJan 2014 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
7991772
Firm CRD
7691
Advisor's SEC record (opens in a new tab)
CallContact this firm