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Andres Manjarres

11 Years of Experience
Weston, FL
Broker

Andres Manjarres is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Weston, FL, 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
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

2400 N Commerce Pkwy, Weston, FL, 33326

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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

Andres is an officer (Interim President) for the Hispanic Heritage Chamber of Commerce, starting in September 2024. He dedicates a few hours per week to promoting collaborative leadership and economic vitality in the region.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2023 - Present · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2023 - Present · 3 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
January 2022 - February 2023 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2017 - February 2023 · 5 yrs 11 mos
Wells Fargo Advisors, LLCBroker
December 2014 - March 2016 · 1 yr 3 mos
J.P. Morgan Securities LLCBroker
December 2013 - September 2014 · 9 mos
State Registrations5 states
FLKYMNTXVA
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.
Andres Manjarres - Financial Advisor | TrueAdvisor