Gordon G Andrews

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

• 08/2014 → 05/2021
  Wells Fargo Bank, N.A.
  Moorestown, NJ
• 08/2014 → 05/2021
  Wells Fargo Clearing Services, Llc
  Moorestown, NJ
• 05/2021 → 08/2024
  Jpmorgan Chase Bank, N.A.
  Marlton, NJ
• 05/2021 → 08/2024
  J.P. Morgan Securities Llc
  Marlton, NJ
• 02/2019 → 06/2020
  Bob's Discount Furniture
  Mays Landing, NJ
• 08/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Roanoke, VA
• 08/2022 → 09/2023
  Southern New Hampshire University
  Manchester, NH
• 09/2024 → Present
  Bank Of America, N.A.
  Roanoke, VA

Previous Registrations

• 2021-06-09 → 2024-08-03
  J.P. Morgan Securities Llc
  Marlton, NJ
• 2014-09-02 → 2021-05-26
  Wells Fargo Clearing Services, Llc
  Moorestown, NJ
  Haddon Township, NJ
  Marlton, NJ
  Somers Point, NJ
  Marlton, NJ
• 2012-12-03 → 2014-08-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Egg Harbor Township, NJ
  Mays Landing, NJ
  Egg Harbor Township, NJ

Exams

• S66 Uniform Combined State Law Examination
  2012-11-29

Other Names

• Gordon G Andrews
• Gordon Andrews