Andrew Sankie Harlan

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

• 11/2024 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Corpus Christi, TX
• 09/2022 → 11/2024
  R&R Harlan Farms
  Bishop, TX
• 02/2015 → 09/2022
  Harlan Farms Inc
  Bishop, TX
• 12/2024 → Present
  Bank Of America, N.A.
  Corpus Christi, TX

Other Businesses

I*: 2098268 Name of the other business: Stillwater Bay Properties, LLC Whether the business is investment-related: The business invests in real estate. Address of the other business Corpus Christi, Texas, 78383 Nature of the other business: Rental properties Your position: Managing Partner Title, or relationship with the other business: Managing Partner Start date of your relationship: June 2, 2021 Approximate number of hours/month you devote to the other business10 Number of hours you devote to the other business during securities trading hours0 Briefly describe your duties relating to the other business: My duties include managing tenants, finances, and upkeep of the properties.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-05

Other Names

• Andrew Harlan