Best Investors Account Sign in

Andrew L Soto

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Tampa, FL

Valrico, FL

Claim This Profile
Current Employers
Merrill Lynch, Pierce, Fenner & Smith Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-17
FL RA APPROVED 2025-10-09
  • TX RA
    APPROVED
    Since 2025-11-17
  • FL RA
    APPROVED
    Since 2025-10-09

Branch Locations

101 E Kennedy Blvd, Tampa, FL 33602 • United States

Valrico, FL • 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 Tampa FL 07/2025 Present
Topgolf Tampa FL 02/2024 06/2025
Starbucks Brandon FL 05/2023 02/2024
Chick-Fil-A Tampa FL 12/2022 05/2023
Chili's Bar And Grill Valrico/Tampa FL 08/2021 11/2022
Panera Bread Valrico FL 05/2020 06/2021
Tilly's Brandon FL 06/2021 02/2022
University Of South Florida Tampa FL 08/2022 05/2025
Unemployed Valrico FL 01/2015 05/2020
  • 07/2025 → Present
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Tampa, FL
  • 02/2024 → 06/2025
    Topgolf
    Tampa, FL
  • 05/2023 → 02/2024
    Starbucks
    Brandon, FL
  • 12/2022 → 05/2023
    Chick-Fil-A
    Tampa, FL
  • 08/2021 → 11/2022
    Chili's Bar And Grill
    Valrico/Tampa, FL
  • 05/2020 → 06/2021
    Panera Bread
    Valrico, FL
  • 06/2021 → 02/2022
    Tilly's
    Brandon, FL
  • 08/2022 → 05/2025
    University Of South Florida
    Tampa, FL
  • 01/2015 → 05/2020
    Unemployed
    Valrico, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-08
  • S66 Uniform Combined State Law Examination
    2025-10-08
Other Names
  • Andrew Leonardo Soto

View on SEC IAPD

Other Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS
FLORIDA FINANCIAL ADVISORS, LLC
AE WEALTH MANAGEMENT, LLC
INDEPENDENT FINANCIAL PARTNERS
TRUADVISORS
AMERICAN FAMILY LEGACY GROUP

Other Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA
JANET L CHRISTIANSEN
MATTHEW VERSAGE
Martin Adolfo Montana
Frank Cooper Finley
Jeferson Josue Velasquez

Other Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL
FLORIDA FINANCIAL ADVISORS, LLC · Tampa, FL
AE WEALTH MANAGEMENT, LLC · Tampa, FL
INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL
TRUADVISORS · TAMPA, FL
AMERICAN FAMILY LEGACY GROUP · TAMPA, FL

More in Tampa, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor