Andrew Shifter

Current Employers

Employment History

• 10/2007 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Washington, DC
• 06/2018 → 06/2022
  Bank Of America, N.A.
  Washington, DC
• 06/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 05/2022 → Present
  Harvest Wealth
  Bethesda, MD
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2013-01-07 → 2022-06-23
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bethesda, MD
  Washington, DC
  Silver Spring, MD

Other Businesses

1. NAME OF OTHER BUSINESS: HARVEST WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 05/2022; POSITION/TITLE/RELATIONSHIP: CHIEF OPERATIONS OFFICER APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 40; BRIEF DESCRIPTION OF DUTIES: SERVICE AND MAINTAIN ONGOING CLIENT RELATIONSHIPS AND AID ADVISORS IN SERVING AND MAINTAINING CLIENT RELATIONSHIPS; 2. NAME OF OTHER BUSINESS: SAINT JOHN THE BAPTIST ATHLETIC MINISTRY; INVESTMENT RELATED: NO; ADDRESS: 12319 NEW HAMPSHIRE AVE, SILVER SPRING, MD 20904; NATURE OF BUSINESS: BOARD; START DATE: 9/2024; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SCHEDULE & RUN SPECIAL/REGULAR MEETINGS, APPOINT COMMITTEES, ENSURE PASTOR'S VISION OF ATHLETIC MINISTRY IS BEING MET WITH YOUTH MINISTER;

Exams

• S66 Uniform Combined State Law Examination
  2013-01-04

Other Names

• Andrew P Gutierrez
• Andrew Gutierrez