Andrea Herrera
Andrea Herrera is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in New York, NY, with 30 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
75 Rockefeller Plz, New York, NY, 10019
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Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Andrea works part-time as a spinning instructor at LA Fitness since 2012, dedicating a few hours per week. This activity is not investment-related.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Deutsche Bank Securities INC.Broker
Db Alex. Brown LLCBroker
Bt Brokerage CorporationBroker
National Discount BrokersBroker
State Registrations4 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.