Andrew C Piet

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

• 07/2016 → 09/2016
  Unemployed
  Columbia, MD
• 09/2016 → 09/2017
  Bb&T Investment Services, Inc.
  Towson, MD
• 11/2017 → 08/2022
  Wells Fargo Clearing Services, Llc
  Reistertown, MD
• 11/2017 → 08/2022
  Wells Fargo Bank Na
  Reinerstown, MD
• 09/2022 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Baltimore, MD

Previous Registrations

• 2017-12-05 → 2022-08-12
  Wells Fargo Clearing Services, Llc
  Reisterstown, MD
  Columbia, MD
• 2016-09-08 → 2017-09-29
  Bb&T Investment Services, Inc.
  Charlotte, NC
  Severna Park, MD
  Towson, MD
  Baltimore, MD
  Baltimore, MD
• 2010-08-16 → 2016-08-01
  Pnc Wealth Management Llc
  Bowie, MD
  Washington, DC
  Burtonsville, MD
  Bowie, MD
  Bowie, MD
  Burtonsville, MD
  Bel Air, MD
  Elkridge, MD
  Columbia, MD
  Edgewater, MD
  Severna Park, MD
  Dunkirk, MD
  Pasadena, MD
  Columbia, MD
  Ellicott City, MD
  Gambrils, MD
  Ellicot City, MD
  Annapolis, MD
  Beltsville, MD
  Laurel, MD
  Greenbelt, MD
  Laurel, MD
  Fulton, MD
  Bel Air, MD
  Ellicott City, MD
  Laurel, MD
  Washington, DC
  Fort Meade, MD
  Washington, DC
  Laurel, MD
  Bowie, MD
  Bowie, MD
  Lanham, MD

Other Businesses

I*994361 For profit or not for profit: Entity Charitable Name of outside business organization: Reisterstown Kiwanis Foundation Inc Investment related: N Address of business: Owings Mills, Maryland, 21117 Nature of business: ["Charitable Organization"] Position, title, association: ["Treasurer","Board Member"], Start date of relationship: 10/1/2021 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I am serving as Treasurer for this charity focused on child welfare. I have access to the foundation checking account but all checks written require 2 signatures and 2 approvers. The foundation has no investments and I have recused myself from making deci

Exams

• S66 Uniform Combined State Law Examination
  2010-08-13

Other Names

• Andrew Piet
• Andrew C Piet
• Andrew Charles Piet