Andrew J Crean

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

• 06/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smithincorporated
  Garden City, NY
• 01/2021 → 05/2021
  Florida Financial Advisors
  Miami, FL
• 02/2020 → 12/2020
  Trial X
  New York, NY
• 11/2016 → 12/2020
  Loyola University Of Maryland
  Baltimore, MD
• 01/2016 → 01/2020
  Lugis Pizzeria / Avli Greek Kitchen
  Garden City, NY
• 01/2014 → 12/2016
  Spotless Gutters
  Mineola, NY
• 06/2019 → 06/2019
  Spotless Gutters
  Mineola, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-05-02
• S63 Uniform Securities Agent State Law Examination
  2023-03-17