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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:

Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-28
  • CT RA
    APPROVED
    Since 2026-08-28

Branch Locations

One Bryant Park, New York, NY 10036 • UNITED STATES

100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Boston MA 06/2026 Present
Thornton Construction Gothenburg 06/2022 08/2025
Seed2Exit Gothenburg 12/2023 05/2025
Swedish American Chamber Of Commerce San Francisco Silicon Valle Palo Alto CA 08/2022 12/2023
Gotomarket Usa Palo Alto CA 11/2022 06/2023
Dagab Gothenburg 02/2021 08/2021
If Insurance Gothenburg 09/2019 03/2020
If Insurance Halmstad 08/2018 08/2019
Retlog Logistics Halmstad 06/2018 08/2018
Halmstad Bordtennisklubb Halmstad 06/2017 08/2017
University Of Gothenburg Gothenburg 08/2019 06/2024
Boston College Boston MA 08/2025 Present
Innovation Norway Palo Alto CA 09/2022 11/2022
Unemployed Halmstad 06/2016 06/2017
Unemployed Halmstad 08/2017 06/2018
Bank Of America, N.A. Boston MA 06/2026 Present
  • 06/2026 → Present
    Boston, MA
  • 06/2022 → 08/2025
    Thornton Construction
    Gothenburg
  • 12/2023 → 05/2025
    Seed2Exit
    Gothenburg
  • 08/2022 → 12/2023
    Swedish American Chamber Of Commerce San Francisco Silicon Valle
    Palo Alto, CA
  • 11/2022 → 06/2023
    Gotomarket Usa
    Palo Alto, CA
  • 02/2021 → 08/2021
    Dagab
    Gothenburg
  • 09/2019 → 03/2020
    If Insurance
    Gothenburg
  • 08/2018 → 08/2019
    If Insurance
    Halmstad
  • 06/2018 → 08/2018
    Retlog Logistics
    Halmstad
  • 06/2017 → 08/2017
    Halmstad Bordtennisklubb
    Halmstad
  • 08/2019 → 06/2024
    University Of Gothenburg
    Gothenburg
  • 08/2025 → Present
    Boston College
    Boston, MA
  • 09/2022 → 11/2022
    Innovation Norway
    Palo Alto, CA
  • 06/2016 → 06/2017
    Unemployed
    Halmstad
  • 08/2017 → 06/2018
    Unemployed
    Halmstad
  • 06/2026 → Present
    Bank Of America, N.A.
    Boston, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-28
  • S66 Uniform Combined State Law Examination
    2026-08-28
Other Names
  • Andreas Lindgren
  • Andreas Gabriel Elis Lindgren

View on SEC IAPD

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