Clifford Andersson, financial advisor Baltimore MD

Clifford Andersson

CRD Number: 3137385
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Clifford Andersson (CRD# 3137385) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Baltimore, MD and has over 22 years of experience in the finance industry.

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Abel Financial Management Company
Company Name Location Dates Years
Bank Of America, N.a. Baltimore, MD Jul 2017 - Current 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD Jun 2017 - Current 4
Mml Investors Services Hunt Valley, MD Jan 2017 - Jun 2017 < 1
Massmutual Hunt Valley, MD Dec 2016 - Jun 2017 < 1
Unemployed Ellicott City, MD Jul 2016 - Dec 2016 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Baltimore, MD Oct 2009 - Jul 2016 6
Bank Of America, N.a. Baltimore, MD Mar 1990 - Jul 2016 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S66 NASAA Uniform Combined State Law Examination Nov 2016
Contact Info for Clifford I. Andersson
Phone Number: 800-637-7455
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    1,084,544
    MILLIONS
  • Total Number of Accounts
    2,605,171
    ACCOUNTS
  • Average Account Value
    $416,304
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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