Andre
Stampfel

Merrill Lynch, Pierce, Fenner & Smith Inc

CRD#6176845
Investment Advisor
in West Islip, NY

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About this Advisor

Andre Stampfel is a financial advisor based out of West Islip, New York, with 10 years of relevant experience. Stampfel currently works for Merrill Lynch, Pierce, Fenner & Smith Inc. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank Of America, N.A. Stampfel holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Connecticut, New York and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company that has its headquarters in New York, NY. It has offices in 3,372 locations and a total of 36,687 employees. It manages $1 trillion in assets among its 2,864,234 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are associated with high-net-worth investors who have more than $1 million in investable assets. The company performs a number of services, including 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. Fees for financial management largely vary depending on which service is offered. Fee types billed by Merrill Lynch, Pierce, Fenner & Smith Inc can include asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 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

540 Montauk Hwy
West Islip, NY 11795

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Merrill Lynch, Pierce, Fenner & Smith Inc Brokerage Details

Total Assets Under Management

$1,093,689,238,206

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

36,687

NY Average: 88
Total Number of Accounts

2,864,234

NY Average: 3,892
Average Account Size

$381,844

NY 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

Andre Stampfel Work History

Andre has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - Present (11 years)

Bank Of America, N.A

*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 Andre Stampfel 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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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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