Andrea M Herrera

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

• 11/2008 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

LA FITNESS, 68 VETERANS MEMORIAL HIGHWAY, COMMACK, NEW YORK 11725 - INVESTMENT RLT'D - NO, HRS DEVOTED TO ACTIVITY - 8, HRS DURING TRADING - 0, DATE ACTIVITY BEGAN 12/20/12, POSITION - PART-TIME; SPINNING INSTRUCTOR

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-02-05

Other Names

• Andrea Marie Herrera
• Andrea Marie Herrera