Andrew Czarkowski
CRD Number: 5795925Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Andrew Czarkowski (CRD# 5795925) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Northbrook, IL and has over 13 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Northbrook, IL | Aug 2023 - Current | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Northbrook, IL | Jul 2023 - Current | < 1 |
| Jp Morgan Securities, LLC | Schaumburg, IL | Dec 2019 - Jul 2023 | 3 |
| Jpmorgan Chase Bank, N.a. | Schaumburg, IL | Dec 2019 - Jul 2023 | 3 |
| Ubs Financial Services Inc. | Chicago, IL | Jun 2019 - Dec 2019 | < 1 |
| J.p. Morgan Securities LLC | Austin, TX | Oct 2012 - Jun 2019 | 6 |
| Jp Morgan Chase Na | Austin, TX | May 2010 - Jun 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- IL
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- 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
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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