Andrew Thomas Cimis

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

• 11/2003 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Columbus, OH
• 01/2010 → Present
  Bank Of America, Na
  Columbus, OH

Other Businesses

I*1059281For profit or not for profit: Entity For ProfitName of outside business organization: Farm LandInvestment related: NAddress of business: Hillsboro, Ohio, 45133Nature of business: ["Sole Proprietorship"]Position, title, association: ["Owner"], Start date of relationship: 11/3/2022Number of hours devoted: 10 hour(s) YearlyNumber of hours devoted during trading hours: 0Duties: , Purchased approx. 100 acres of farm land. Plan to operate as farm. I*5150270, Entity Type: , Name of OBA: S M C IRA, Address: White River Jct. , Vermont, 05001, Investment Related: N, Position, Title, Association: Power of Attorney, Employee Start Date: 07/31/2026, No Hours: 0 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2004-01-23

Other Names

• Andrew T Cimis