Andrew John Kowitski

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

• 06/2009 → 10/2017
  Morgan Stanley
  Morristown, NJ
• 01/2015 → 10/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater, NJ
• 11/2017 → Present
  Bank Of America, N.A.
  Bridgewater, NJ

Previous Registrations

• 2009-06-01 → 2017-10-16
  Morgan Stanley
  Morristown, NJ
• 2008-09-09 → 2009-06-01
  Morgan Stanley & Co. Llc
  Morristown, NJ
• 2001-04-16 → 2008-09-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bridgewater Township, NJ
  Bridgewater, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-12-11
• S63 Uniform Securities Agent State Law Examination
  1992-05-14

Other Names

• Andrew John Kowitski
• Andrew John Kowitski Jr
• Andrew John Kowitski Jr