Andrew Gaughran Lipski

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

• 11/2015 → 11/2016
  Laidlaw & Company
  Melville, NY
• 11/2016 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 11/2016 → Present
  Bank Of America, N.A.
  New York, NY

Other Businesses

I*3846266Entity Type: N/AName of OBA: C D L TTEE A G L TTEE U/A DTD 07/15/2023Address: smithtown, New York, 11787Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 02/26/2026Number of Hours: 1, YearlyNumber of Hours during trading: 0, YearlyDuties: In-Laws I*3833268 Entity Type: N/A Name of OBA: MR A G L Address: smithtown, New York, 11787 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 02/27/2026 Number of Hours: 1, Yearly Number of Hours during trading: 0, Yearly Duties: Siblings

Exams

• S66 Uniform Combined State Law Examination
  2016-05-04

Other Names

• Andrew Gaughran Lipski
• Andrew G Lipski