Andrew
Kampf

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#826362
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Andrew Kampf is a financial advisor who works out of Bonita Springs, Florida, who has been in the industry for 42 years. Kampf is an employee of Merrill Lynch, Pierce, Fenner & Smith Inc. Over the course of their career, they have held roles at Bank Of America, N.A and Merrill Lynch, Pierce, Fenner & Smith Inc. Kampf holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut, Texas and Florida. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment business that has its headquarters in Bonita Springs, Florida. It has offices in 2,958 locations and a total of 40,146 employees. It oversees $820 billion in assets under management between its 2,272,151 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 4,667 charitable organizations. Of its 2,272,151 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets available to invest. Merrill Lynch, Pierce, Fenner & Smith Inc provides a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually depend on which services the firm provides the client. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc can be comprised of any combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

42 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

Yes

Office Location

3451 Bonita Bay Blvd
Bonita Springs, FL 34134

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$797,284,337,467

FL Average: $7,464,549,021
Total Number of Employees

41,217

FL Average: 88
Total Number of Accounts

2,472,247

FL Average: 3,892
Average Account Size

$322,494

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Andrew Kampf Work History

Andrew has 42 years of experience.

2011 - Present (8 years)

Bank Of America, N.A

1976 - Present (43 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

Disclosures

Andrew Kampf has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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