De Andre Marilyn Wells

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

• 04/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Sarasota, FL
• 06/2006 → 04/2021
  Bank Of America, N.A
  Englewood, FL

Other Businesses

I*2150278, Entity Type: Fiduciary, Name of OBA: L R, Address: North Port , Florida, 34288, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 06-Jan-2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties:

Exams

• S66 Uniform Combined State Law Examination
  2021-11-19

Other Names

• De Andre Marilyn Wells
• De Andre Wells