Andrew Clyne
Andrew Clyne is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Greensboro, NC, with 12 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
800 Green Valley Rd, Greensboro, NC, 27408
Get directionsHistory
Regulatory History (1)
Regulatory
August 2016Other Business Activities
Andrew is a general partner with 50% ownership in Pancho Holdings LLC, a residential real estate holding company, but has no active management duties. He also has ownership in two rental properties, dedicating minimal time to each.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Summit Equities INC
Summit Financial Resources INC
Summit Equities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations28 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.