Gerard J Andrews

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

• 04/1997 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 09/2009 → Present
  Bank Of America, Na
  New York, NY

Other Businesses

I*32094 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: ZENJO PRESS INVESTMENT RELATED: N ADDRESS OF BUSINESS: SAN MATEO, CALIFORNIA 94401 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OTHER, ZENJO IS THE PUBLISHER OF MY BOOK APPROVED BY ML START DATE OF RELATIONSHIP: 40101 NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: BOOKS/AUTHORSHIP

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-07
• S63 Uniform Securities Agent State Law Examination
  1996-10-19

Other Names

• Gerard Andrews
• Jerry Andrews