Andrew
Melo

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6094843
Investment Advisor
in Hunt Valley, MD

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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

Series 66

Years Registered*

5 years

Services Offered

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

Office Location

11333 Mccormick Rd Me-Merrill Edge Relationship Management
Hunt Valley, MD 21031

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

MD Average: 88
Total Number of Accounts

2,864,234

MD Average: 3,892
Average Account Size

$381,844

MD Average: $1,917,921

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.*

2019 - Present (5 years)

Bank Of America, N.A

2017 - Present (7 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2017 (< 1 year)

Gnc

2015 - 2017 (2 years)

Sheetz Inc

2013 - 2015 (2 years)

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.

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New York, NY
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Middletown, NY
Anne Schnuriger
Summit, NJ
Monica Timmons
Temecula, CA
Judith Wuntch
Houston, TX
Wilhelmina Lo
Los Angeles, CA
Daniel King
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.

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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.

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