Andrew D. Lewis

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

• 09/2021 → 04/2022
  Wells Fargo Clearing Services, Llc
  Plymouth, MN
• 11/2019 → 03/2022
  Wells Fargo Bank, N.A.
  Plymouth, MN
• 03/2019 → 07/2019
  T3 Wireless Dba Connect Wireless
  Scottsdale, AZ
• 03/2017 → 01/2019
  Comcast
  Philadelphia, PA
• 05/2016 → 03/2017
  Sprint
  Overland Park, KS
• 07/2019 → 01/2023
  Heartland Solar, Llc
  Maple Grove, MN
• 04/2022 → 08/2023
  Jp Morgan Chase Bank, N.A.
  Minneapolis, MN
• 04/2022 → 08/2023
  Jp Morgan Securities, Llc
  Minneapolis, MN
• 02/2019 → 02/2019
  Unemployed
  Maple Grove, MN
• 07/2020 → 01/2023
  Heartland Solar
  Maple Grove, MN
• 08/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Saint Paul, MN
• 11/2023 → Present
  Bank Of America N.A.
  Saint Paul, MN

Previous Registrations

• 2022-03-18 → 2022-04-14
  Wells Fargo Clearing Services, Llc
  Wayzata, MN
  Plymouth, MN

Other Businesses

I* 1535255 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: UBER Investment related: no Address of business: San Francisco, CA, 94103 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 11/01/2023 Number of hours devoted: 10 weekly Number of hours devoted during trading hours: 0 Duties: Driver I* 1535256 For profit or not for profit: Entity For Profit,Entity Publicly Traded Name of outside business organization: Lyft Investment related: no Address of business: San Francisco, CA, 94107 Nature of business: Corporation Position, title, association: Consultant/Independent Contractor Start date of relationship: 11/01/2023 Number of hours devoted: 10 weekly Number of hours devoted during trading hours: 0 Duties: Driver I*2925301, Entity Type, For Profit,Entity Publicly Traded,Name of OBA: DoorDash Inc,Address: San FranciscoCalifornia94107,Investment Related: Position, no,Title, Association: Consultant/Independent Contractor Employee Start Date:10/06/2025, No Hours:10 weekly No Hours during trading:0 Duties:Food delivery service/Delivery driver.

Exams

• S66 Uniform Combined State Law Examination
  2022-03-18

Other Names

• Andrew Lewis
• Andrew D Lewis
• Andy D Lewis
• Andrew David Lewis