Andrew R Garver

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2000 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gadsden, AL
• 07/2011 → 03/2023
  Bank Of America, N.A.
  Birmingham, AL
• 03/2023 → Present
  Morgan Stanley Smith Barney Llc
  Birmingham, AL
• 04/2023 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2000-06-16 → 2023-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
  Birmingham, AL
  Gadsden, AL
  Gadsden, AL
  Sarasota, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-05
• S63 Uniform Securities Agent State Law Examination
  1992-10-21

Other Names

• Andy Garver
• Andrew Richard Garver