Andrew Niemiec

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

• 05/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pewaukee, WI
• 09/2016 → 05/2020
  University Of Wisconsin - Madison
  Madison, WI
• 05/2016 → 04/2019
  Beauty In The Yard (Self-Employed)
  Franklin, WI
• 02/2019 → 03/2020
  Saint Paul University Catholic Center
  Madison, WI
• 06/2019 → 08/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pewaukee, WI
• 05/2020 → 06/2020
  Bank Of America
  Franklin, WI
• 08/2020 → Present
  Bank Of America, N.A.
  Pewaukee, WI

Other Businesses

I*3313311, Entity Type: Entity Charitable, Name of OBA: Next 18, Address: Fox Point, Wisconsin, 53217, Investment Related: N, Position, Title, Association: ["Other"], Employee Start Date: 01/01/2026, No Hours: 4 Yearly, No Hours during Trading: 0 Yearly, Duties: Attend Quarterly Virtual Advisory Meetings, Next 18 is a Wisconsin-based 501(c)(3) nonprofit organization dedicated to improving the mental health of veterans and first responders through the game of golf. Next 18 provides a variety of resources and training, including golf camps, peer support communities, and holistic life resource training. Although Next 18 does not diagnose or treat mental health conditions, it offers valuable resources and support to veterans and first responders. Next 18 is a part of the PGA Tour¿s ¿Birdies for the Brave¿ initiative.

Exams

• S66 Uniform Combined State Law Examination
  2020-09-02