Andrea Reimert Franklin

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

• 04/2008 → 03/2017
  Suntrust Investment Services, Inc.
  Atlanta, GA
• 09/2016 → 03/2017
  Suntrust Advisory Services
  Atlanta, GA
• 03/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  North Bethesda, MD

Previous Registrations

• 2016-09-12 → 2017-03-17
  Truist Advisory Services, Inc.
  Chevy Chase, MD
• 2008-05-01 → 2016-12-31
  Truist Investment Services, Inc.
  Laurel, MD
  Laurel, MD
  Damascus, MD
  Laurel, MD
  Chevy Chase, MD

Other Businesses

I*108766For profit or not for profit: For-Profit OrganizationName of outside business organization: SeneGenceInvestment related: NAddress of business:Foothill Ranch, California 92610Nature of business: Corporation,Position, title, association: Part-Time, Start date of relationship: 9/25/2017Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: SeneGence is a make-up and skin care company. I am looking to become a distributor for them. I will be selling the products, mainly through Facebook and the occasional party.I*622283For profit or not for profit: Entity For ProfitName of outside business organization: J F DBA Franklin WoodworksInvestment related: NAddress of business: Germantown, Maryland, 20876Nature of business: ["Sole Proprietorship"]Position, title, association: ["Other"], Start date of relationship: 12/19/2021Number of hours devoted: 15 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: help with weekend craft shows, accounting, some of the social media, this is my husband's Sole Proprietorship where he does custom woodworking. I will assist with the accounting, the occasional weekend craft show and some of the social mediaI*3016279Entity Type: N/AName of OBA: D.R.Address:Germantown MarylandInvestment Related:NoPosition, Title, Association:Power of AttorneyStart Date:10/15/2025No Hours: 5 YearlyNo Hours during trading:0 YearlyDuties:Power of Attorney for Child/GrandchildI*: 3020285 Entity Type: poa Name of OBA: DKR Address: Germantown, Maryland 20876 Investment Related: n Position, Title, Association: Power of Attorney Employee Start Date: 10/16/2025 No Hours: 10hr/yr No Hours during trading:0 Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-09-28
• S63 Uniform Securities Agent State Law Examination
  2007-05-22

Other Names

• Andrea Allyn Reimert
• Andrea Allyn Reimert