Andrew Byren

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

• 09/2018 → 11/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marlboro, NJ
• 12/2017 → 09/2018
  Unemployed
  Fair Haven, NJ
• 08/2013 → 12/2017
  University Of South Carolina
  Columbia, SC
• 05/2016 → 08/2017
  Kiawah Island Club
  Kiawah Island, SC
• 09/2019 → 11/2020
  Bank Of America N.A.
  Marlboro, NJ
• 02/2021 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Previous Registrations

• 2019-08-27 → 2020-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Marlboro, NJ
  Eatontown, NJ
  Marlboro, NJ
  New York, NY
  Iselin, NJ
  Marlboro, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-08-26

Other Names

• Drew Oliver Byren