Andrew R Wilson

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

• 09/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pinecrest, FL

Previous Registrations

• 2009-05-02 → 2011-09-13
  Chase Investment Services Corp.
  Lake Worth, FL
  Sunrise, FL
  West Palm Beach, FL
  Plantation, FL
  Miami, FL
  Lake Worth, FL
  Boynton Beach, FL
  Miami, FL
  Coral Springs, FL
  Boca Raton, FL
  Coral Springs, FL
  Deerfield Beach, FL
  Pompano Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Coconut Creek, FL
  Wellington, FL
  Weston, FL
  Pembroke Pines, FL
  Pembroke Pines, FL
  Fort Lauderdale, FL
  Davie, FL
  Cooper City, FL
  Fort Lauderdale, FL
  Hollywood, FL
  Cooper City, FL
  Hollywood, FL
  Naples, FL
  Dania, FL
  Fort Myers, FL
  Hollywood, FL
  Oakland Park, FL
  Oakland Park, FL
  Lauderdale Lakes, FL
  Tamarac, FL
  Sunrise, FL
  North Lauderdale, FL
  Miramar, FL
  Miami Lakes, FL
  Hialeah, FL
  Miami Lakes, FL
  Miami, FL
  Coconut Creek, FL
  Deerfield Beach, FL
  Pompano Beach, FL
  Pompano Beach, FL
  West Palm Beach, FL
  Delray Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boynton Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boynton Beach, FL
  Boynton Beach, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Boca Raton, FL
  Delray Beach, FL
  Delray Beach, FL
  Miami, FL
  Miami, FL
  Miramar, FL
  Weston, FL
  Davie, FL
  Coral Springs, FL
  West Palm Beach, FL
  West Palm Beach, FL
  Greenacres, FL
  Fort Pierce, FL
  Cocoa, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Palm Beach, FL
  West Melbourne, FL
  Vero Beach, FL
  Titusville, FL
  Stuart, FL
  Port St. Lucie, FL
  Port St Lucie, FL
  Port St Lucie, FL
  West Palm Beach, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
  Palm Bay, FL
  Merritt Island, FL
  Melbourne, FL
  Melbourne, FL
  Melbourne, FL
  Lake Worth, FL
  Lantana, FL
  Lake Worth, FL
  Lake Worth, FL
  Lake Worth, FL
  Lake Worth, FL
  Lake Worth, FL
  Jupiter, FL
  Jensen Beach, FL
  Indian Harbor Beach, FL
  Tampa, FL
  Lake Park, FL
  Wellington, FL
  Royal Palm Beach, FL
  Palm Beach Gardens, FL
  Miramar, FL
  Orlando, FL
  Cocoa, FL
  Orlando, FL
  Orlando, FL
  Orlando, FL
  Rockledge, FL
  Orlando, FL
  Orlando, FL
  Melbourne, FL
• 2003-08-01 → 2009-05-02
  Wamu Investments, Inc.
  Palm Beach Gardens, FL
  Miami, FL
  Miami, FL
• 2002-06-12 → 2003-04-28
  Carillon Investments, Inc.
  Coral Gables, FL

Other Businesses

I*506840 For profit or not for profit: Name of outside business organization: Rental Property 1 Investment related: Address of business: Biscayne Park, Florida, 33161 Nature of business: Position, title, association: Co-owner with other family members, Start date of relationship: 44378 Number of hours devoted: 2 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: ,

Exams

• S66 Uniform Combined State Law Examination
  2001-11-13
• S63 Uniform Securities Agent State Law Examination
  1995-10-12

Other Names

• Andrew R Wilson