Andrew Merwin, financial advisor New York NY
93 score

Andrew Merwin

CRD Number: 5344221
Current Firm: Advice And Planning Services

Andrew Merwin (CRD# 5344221) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa New York, NY Dec 2014 - Current 2
Tiaa-cref Individual & Institutional Services, LLC New York, NY Dec 2014 - Current 2
Hsbc Bank Usa N.a. New York, NY Mar 2011 - Nov 2014 3
Jpmorgan Chase Na New York, NY May 2007 - Mar 2011 3
Chase Investment Services Corp. New York, NY May 2007 - Mar 2011 3
Trustco Bank Bronxville, NY Nov 2005 - Apr 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
S63 Uniform Securities State Law Examination Jul 2007
Contact Info for Andrew G. Merwin
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, 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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