AP
AP

Andrew Pritsios

25 Years of Experience
Washington, DC
Broker

Andrew Pritsios is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Washington, DC, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

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.

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Location

1800 K St Nw, Washington, DC, 20006

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is a committee member at Belle Haven Country Club, dedicating minimal time. He also co-owns rental property with family members, spending about 10-20% of his time on it.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - Present · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2015 - Present · 10 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Barclays Capital INC.
January 2010 - July 2015 · 5 yrs 6 mos
Barclays Capital INC.Broker
January 2010 - July 2015 · 5 yrs 6 mos
Oppenheimer & CO. INC.Broker
March 2009 - January 2010 · 10 mos
Oppenheimer & CO. INC.
March 2009 - January 2010 · 10 mos
Stanford Group Company
September 2008 - March 2009 · 6 mos
Stanford Group CompanyBroker
September 2008 - March 2009 · 6 mos
Fbr Investment Management, INC.
April 2004 - October 2008 · 4 yrs 6 mos
Friedman, Billings, Ramsey & CO., INC.Broker
October 2003 - October 2008 · 5 yrs
Morgan Stanley & CO., IncorporatedBroker
March 2001 - October 2003 · 2 yrs 7 mos
Friedman, Billings, Ramsey & CO., INC.Broker
January 2001 - March 2001 · 2 mos
State Registrations21 states
CACOCTDCDEFLGAILMAMDMENCNHNYPARISCTXUTVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Andrew Pritsios - Financial Advisor | TrueAdvisor