Andrew
Lekowski
Merrill Lynch, Pierce, Fenner & Smith Inc
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About this Advisor
Andrew Lekowski is a financial advisor who works out of Nashville, Tennessee who has 2 years of relevant experience. Lekowski works at Merrill Lynch, Pierce, Fenner & Smith Inc. Lekowski has gained experience at Merrill Lynch, Pierce, Fenner & Smith Inc, Rsvip Restaurant At Riverbend, Vector Marketing, Talmetrix, Evolvez Marketing, Bank Of America, Ohio State University, Kroger, Ups and Bank Of America, N.A. Lekowski maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Tennessee and Texas. Merrill Lynch, Pierce, Fenner & Smith Inc is a registered investment company headquartered in New York, NY. The company has offices in 3,372 locations and a total of 36,687 people on staff. It manages $1 trillion in total assets across its 2,864,234 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 4,459 charities and foundations. Of its 2,864,234 accounts, 23% are held by high-net-worth clients who have greater than $1 million in investable assets. Merrill Lynch, Pierce, Fenner & Smith Inc performs a diverse range 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. A financial advisor's fee schedules largely vary depending on which service is provided. Fee types charged by Merrill Lynch, Pierce, Fenner & Smith Inc likely are comprised of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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 Lekowski Work History
Andrew has been registered as a financial advisor for 2 years.*
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Bank Of America
Kroger
Talmetrix
Evolvez Marketing
Ups
Vector Marketing
Ohio State University
Ohio State University
Rsvip Restaurant At Riverbend
*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 Lekowski 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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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.
