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Andrew Joseph Masseo

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Marietta, GA

Woodstock, GA

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Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2016-07-22
GA RA APPROVED 2015-12-09
  • TX RA
    APPROVED_RES
    Since 2016-07-22
  • GA RA
    APPROVED
    Since 2015-12-09

Branch Locations

3030 Windy Hill Road, Marietta, GA 30067 • United States

Woodstock, GA • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bank Of America, N.A. Woodstock GA 11/2015 Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodstock GA 11/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-10
S63 Uniform Securities Agent State Law Examination 2008-07-09
  • S65 Uniform Investment Adviser Law Examination
    2008-10-10
  • S63 Uniform Securities Agent State Law Examination
    2008-07-09
Other Names
  • Andrew J Masseo

View on SEC IAPD

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Other Offices

SENTARA CAPITAL · MARIETTA, GA
ANOVEST INVESTMENT ADVISORS · MARIETTA, GA
THIRD ACT RETIREMENT PLANNING, INC. · MARIETTA, GA
OSAIC WEALTH, INC. · MARIETTA, GA
WELLS FARGO CLEARING SERVICES, LLC · MARIETTA, GA
EDWARD JONES · Marietta, GA
FIFTH THIRD SECURITIES, INC. · MARIETTA, GA
TRUIST ADVISORY SERVICES, INC. · MARIETTA, GA

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