Andrew
Melo
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Andrew Melo is a financial advisor based in Hunt Valley, Maryland, working with Merrill Lynch, Pierce, Fenner & Smith Inc. Andrew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Gnc, Sheetz Inc, Bb&T, and Bank Of America, N.A. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Maryland and Texas. Currently, Andrew is part of Merrill Lynch, Pierce, Fenner & Smith Inc, which operates out of Hunt Valley, Maryland. The firm has 3,542 offices and 34,934 employees. The firm manages assets totaling $1.3 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Merrill Lynch, Pierce, Fenner & Smith Inc includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details
$1,271,593,679,276
34,934
2,911,578
$436,737
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Andrew Melo Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Gnc
Sheetz Inc
Bb&T
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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