Andrea B Vice

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-31
MD	RA	APPROVED	2026-07-29
VA	RA	APPROVED	2026-07-29

TX RA
APPROVED

Since 2026-07-31
MD RA
APPROVED

Since 2026-07-29
VA RA
APPROVED

Since 2026-07-29

Branch Locations

12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bank Of America, N.A.	Washington	DC	09/2016	07/2026
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Washington	DC	09/2016	07/2026
Business Intelligence Group Llc	Bethesda	MD	10/2014	09/2016
Kwcp Referrals	Washington	DC	01/2016	10/2016
Morgan Stanley	Potomac	MD	07/2026	Present

09/2016 → 07/2026

Bank Of America, N.A.

Washington, DC
09/2016 → 07/2026

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC
10/2014 → 09/2016

Business Intelligence Group Llc

Bethesda, MD
01/2016 → 10/2016

Kwcp Referrals

Washington, DC
07/2026 → Present

Morgan Stanley

Potomac, MD

Previous Registrations

2016-09-28 → 2026-07-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Washington, DC

Washington, DC

Washington, DC

Washington, DC

Washington, DC

Washington, DC

Bethesda, MD

Seattle, WA

Seattle, WA

Seattle, WA

Reston, VA
2014-05-29 → 2014-10-27

Pnc Wealth Management Llc

Laurel, MD

Potomac, MD

Washington, DC
2012-02-13 → 2013-09-09

Strategic Advisers Llc

Reston, VA

Bethesda, MD
2008-04-23 → 2010-05-26

Deutsche Bank Securities Inc.

New York, NY
2007-05-29 → 2007-11-15

Citigroup Global Markets Inc.

New York, NY
2007-03-02 → 2007-05-29

Citicorp Investment Services

New York, NY

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2007-02-24

S66 Uniform Combined State Law Examination

2007-02-24

Other Names

Andrea Britt Vice

View on SEC IAPD

Other Firms

MERITIS WEALTH MANAGEMENT, INC.

WEALTHSPIRE ADVISORS

CHARLES SCHWAB & CO., INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

LAURA DEAN PERKINS MARKOFF

JAMES CHRISTOPHER BROWN

HEATHER MCGOLERICK

KARL JACOB STIEGMANN

GARY RICHARD SOBELMAN

JAY MICHAEL WEINSTEIN

MICHELE GABRIELLE WALTHERT

Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD

WEALTHSPIRE ADVISORS · Potomac, MD

CHARLES SCHWAB & CO., INC. · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

WEALTHSPIRE ADVISORS · Potomac, MD

EDWARD JONES · POTOMAC, MD

PATHSTONE · Potomac, MD

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