Andrew Allen
Andrew Allen is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Florham Park, NJ, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
100 Campus Dr, Florham Park, NJ, 07932
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Regulatory History (1)
Customer Dispute
September 2009Other Business Activities
Andrew is involved with several organizations, including charitable foundations, Dillon Trust Company, Dunwalke Preserve LLC, Dunwlake Silo LLC, and Dunwalke Back Roads Bourbon LLC. His activities range from charitable work to land preservation, agriculture, and a bourbon manufacturing venture, taking a few hours per week for the bourbon business and minimal time for the other activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations43 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.