Andrew MarcucciCRD Number: 2863154
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrew Marcucci (CRD# 2863154) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbia, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Bank Of America, N.a.||Manasquan, NJ||Mar 2022 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Manasquan, NJ||Dec 2018 - Current||4|
|Belle Epoque Productions, Inc.||Manasquan, NJ||Dec 1995 - Jan 2019||23|
|Unemployed||Manasquan, NJ||Oct 2018 - Dec 2018||< 1|
|Pnc Bank||Manasquan, NJ||Jul 2017 - Oct 2018||1|
|Unemployed||Manasquan, NJ||Jun 2016 - Jul 2017||1|
|Jpmorgan Chase||Brooklyn, NY||Apr 2014 - Jun 2016||2|
|Hsbc Bank||New York, NY||Jan 2011 - Apr 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2019|
|S66||NASAA Uniform Combined State Law Examination||Aug 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,093,689MILLIONS
Total Number of Accounts2,864,234ACCOUNTS
Average Account Value$381,844
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.