Andrew Kiel Meads

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

• 06/2009 → 03/2018
  Merrill Lynch
  Tyler, TX
• 07/2010 → 03/2018
  Bank Of America,Na
  Tyler, TX
• 10/2018 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX
• 03/2018 → 09/2018
  Fairway Auto Center
  Tyler, TX
• 10/2018 → Present
  Bank Of America, N.A.
  Tyler, TX

Previous Registrations

• 2010-01-06 → 2018-03-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tyler, TX

Other Businesses

I*2040270, Entity Type Fiduciary, Name of OBA: TAM Irrevocable Trust Address: Tyler, Texas, 75703 Investment Related: Yes Position, Title, Association: Trustee Employee Start Date: 09-Oct-2024 No Hours: 1 Monthly No Hours during trading: 1 Monthly Duties: I*3257264, Entity Type: Entity Charitable, Name of OBA: Green Acres Baptist Church , Address: Tyler, Texas, 75701, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 01/01/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Member of a 6 person board for the annual review of the church's insurance coverage, Church Board

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-30
• S63 Uniform Securities Agent State Law Examination
  2009-12-21

Other Names

• Andrew K Meads
• Andrew Meads