Andrew Desmond Heckenberger

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1996 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  King Of Prussia, PA
• 12/2009 → Present
  Bank Of America, Na
  King Of Prussia, PA

Other Businesses

I*509985 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: N Address of business: ocean city, New Jersey, 08226 Nature of business: Position, title, association: Co-owner with non-family members, Start date of relationship: 7/13/2021 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Management of rental

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-15
• S63 Uniform Securities Agent State Law Examination
  1995-01-13

Other Names

• Drew Heckenberger
• Andrew D Heckenberger