Andrew Schreiber, financial advisor Columbus OH
93 score

Andrew Schreiber

CRD Number: 5610212
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andrew Schreiber (CRD# 5610212) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Columbus, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Columbus, OH Jun 2013 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Apr 2009 - Current 7
Student Lexington, MA Nov 1999 - Apr 2009 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Andrew Schreiber
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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