Andrey Movsesyan
Andrey Movsesyan is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Walnut Creek, CA, with 11 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
1331 N California Blvd, Walnut Creek, CA, 94596
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Regulatory History (1)
Customer Dispute
April 2009Other Business Activities
Andrey is the treasurer, board member, and involved in fundraising for the Epilepsy Foundation of Northern California, dedicating a few hours per week. He is also a passive investor in Blue Owl Real Estate Net Lease Trust, Ironwood Multi-Strategy Fund LLC, and KKR Infrastructure Conglomerate LLC, and a board member for The Estates on Old Blackhawk Road Owners Association, spending minimal time on these activities.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations12 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.