Andres J Leroux

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

• 04/2010 → Present
  Bank Of America, N.A.
  Jacksonville, FL
• 06/1998 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksoniville, FL

Previous Registrations

• 1998-12-14 → 2008-05-19
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL
  Jacksoniville, FL

Other Businesses

I*1824301, Entity Type, Name of OBA: Rental Property 1 Address: BUCKHEAD, Georgia, 30342 Investment Related: No Position, Title, Association: Co-owner with other family members Employee Start Date: 06/01/2023No Hours: 20 yearly No Hours during trading: 0 Duties:

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-09-24
• S65 Uniform Investment Adviser Law Examination
  2000-05-25

Other Names

• Andres J (Iii) Leroux
• Andres Julio Leroux
• Andres Julio Leroux