Clifford Ian Andersson

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

• 12/2016 → 06/2017
  Massmutual
  Hunt Valley, MD
• 01/2017 → 06/2017
  Mml Investors Services
  Hunt Valley, MD
• 07/2016 → 12/2016
  Unemployed
  Ellicott City, MD
• 06/2017 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD
• 07/2017 → Present
  Bank Of America, N.A.
  Baltimore, MD

Previous Registrations

• 2017-01-31 → 2017-06-27
  Mml Investors Services, Llc
  Hunt Valley, MD

Other Businesses

I*2667264, Entity Type: Entity Charitable, Name of OBA: Mount Calvary Catholic Church, Address: Baltimore, Maryland, 21201, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 08/01/2025, No Hours: 8 Monthly, No Hours during Trading: 0 Monthly, Duties: Board of Directors, responsible for assuring that matters such as safety, condition of the physical plant, hiring of personnel, finances, security of parish assets, operations in accordance with Archdiocesan policies, and compliance with State and federal laws are being dealt with in a reasonable and prudent manner. Religious organization (church) I*4750274 Entity Type: Entity Charitable Name of OBA: PATAPSCO COUNCIL 1960 K OF C Address: Catonsville, Maryland, 21228 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 3, Monthly Number of Hours during trading: 0, Monthly Duties: Fraternal Organization Board Member

Exams

• S66 Uniform Combined State Law Examination
  2016-11-29
• S63 Uniform Securities Agent State Law Examination
  1998-12-15

Other Names

• Clifford Ian Andersson
• Clifford Andersson