Andrew Merwin, financial advisor Jersey City NJ

Andrew Merwin

CRD Number: 5344221
Current Firm: Morgan Stanley

Andrew Merwin (CRD# 5344221) is an Investment Advisor Representative working at Morgan Stanley in Jersey City, NJ and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Jersey City, NJ Apr 2023 - Current < 1
E*trade Capital Management LLC Jersey City, NJ Apr 2020 - Nov 2023 3
Morgan Stanley Jersey City, NJ Sep 2023 - Sep 2023 < 1
Morgan Stanley Jersey City, NJ Sep 2023 - Sep 2023 < 1
E*trade Securities LLC Jersey City, NJ Apr 2020 - Sep 2023 3
Tiaa New York, NY Dec 2014 - Apr 2020 5
Tiaa-cref Individual & Institutional Services, LLC New York, NY Dec 2014 - Apr 2020 5
Hsbc Bank Usa N.a. New York, NY Mar 2011 - Nov 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2007
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Andrew G. Merwin
Phone Number: 914-225-5510
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, 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, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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