Andrew D Blake

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2015-04-10
IA	RA	APPROVED	2012-10-22

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Des Moines	IA	07/2012	Present
Bank Of America, N.A.	Des Moines	IA	01/2013	Present

07/2012 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Des Moines, IA
01/2013 → Present

Bank Of America, N.A.

Des Moines, IA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-10-17

Nearby Firms