Andrea Svercek

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

• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Charlottesville, VA
• 09/2009 → 11/2019
  Bank Of America
  Miami, FL
• 11/2019 → 03/2020
  Unemployed
  Miami, FL
• 05/2020 → Present
  Bank Of America, N.A.
  Charlottesville, VA

Other Businesses

I*2213262, Entity Type: , Name of OBA: K S SEP , Address: Miami, Florida, 33155, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 01-Dec-2024, No Hours: 1 Yearly, No Hours during Trading: 0 Yearly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-06-11

Other Names

• Andrea Gallo