Drew Rosenfeld

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

• 07/2007 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Florham Park, NJ
• 04/2011 → Present
  Bank Of America, N.A.
  Florham Park, NJ

Other Businesses

I*2187344, Entity Type: Entity Charitable, Name of OBA: Cornerstone Family Programs, Address: Morristown, New Jersey, 07960, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 03/01/2025, No Hours: 12 Yearly, No Hours during Trading: 1 Yearly, Duties: Board Member

Exams

• S66 Uniform Combined State Law Examination
  2007-10-03

Other Names

• Drew Michael Rosenfeld