AH
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Andrew Hewitson

9 Years of Experience
Austin, TX
Broker

Andrew Hewitson is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Austin, TX, with 9 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

3700 N Capital of Texas Hwy, Austin, TX, 78746

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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 owns and manages rental real estate through MDMA LLC, dedicating minimal time to this activity. He also serves as a trustee for MR A H TTEE D A H TR U/A DTD 12/23/86, spending minimal time on trustee duties.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2024 - Present · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2024 - Present · 1 yr 9 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
August 2022 - September 2024 · 2 yrs 1 mo
J.P. Morgan Securities LLCBroker
January 2016 - October 2021 · 5 yrs 9 mos
State Registrations8 states
ARCOFLILLANMOKTX
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.