Andrew W Pratt

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

• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Birmingham, AL
• 06/2021 → 01/2023
  Catholic Diocese Of Birmingham Al
  Birmingham, AL
• 12/2020 → 06/2021
  Catholic Diocese Of Birmingham Al
  Birmingham, AL
• 03/2020 → 12/2020
  Unemployed
  Tuscaloosa, AL
• 05/2019 → 03/2020
  Heat Pizza Bar
  Tuscaloosa, AL
• 05/2018 → 05/2019
  Student Recreation Center
  Tuscaloosa, AL
• 08/2016 → 07/2021
  The University Of Alabama
  Tuscaloosa, AL

Other Businesses

I*2466269, Entity Type: Entity Charitable, Name of OBA: Phoenix Club of Birmingham, Address: Birmingham, Alabama, 35233, Investment Related: N, Position, Title, Association: Board Member, Employee State Date: 06/02/2025, No Hours: 5 Weekly, No Hours during Trading: 2 Weekly, Duties: Purpose of entity is charitable young men's leadership organization that donates time and resources to the Boys and Girls Club of Birmingham. My role will be VP-Fundraising, where I will be responsible for coordinating and organizing fundraising efforts, events, and goals.

Exams

• S66 Uniform Combined State Law Examination
  2025-01-22