Andrew
Melo
Merrill Lynch, Pierce, Fenner & Smith Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Melo is a financial advisor operating in Hunt Valley, Maryland, who has 5 years of industry experience. Melo is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. Their career trajectory has included roles at Sheetz Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Gnc, Bb&T and Bank Of America, N.A. Melo holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a firm that has its headquarters in New York, NY. The investment advisory business has offices in 3,372 locations and a total of 36,687 people on staff. It controls $1 trillion in assets under management among its 2,864,234 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 4,459 charitable organizations. Of its 2,864,234 client accounts, 23% are held by high-net-worth clients who have more than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc provides a number of services, such as 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. Financial management fee schedules typically depend on which service is provided. Fees charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of some blend of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,093,689,238,206
36,687
2,864,234
$381,844
Investment Advisory 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 Melo Work History
Andrew has been registered as a financial advisor for 5 years.*
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Gnc
Sheetz Inc
Bb&T
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Melo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Merrill Lynch, Pierce, Fenner & Smith Inc
Scottsdale, AZ
New York, NY
Middletown, NY
Summit, NJ
Temecula, CA
Houston, TX
Los Angeles, CA
Jacksonville, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
