Andrew Masseo, financial advisor Woodstock GA
93 score

Andrew Masseo

CRD Number: 5482619
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Andrew Masseo (CRD# 5482619) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Woodstock, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Woodstock, GA Nov 2015 - Current 1
Bank Of America, N.a. Woodstock, GA Nov 2015 - Current 1
Ameriprise Financial Services, Inc. Atlanta, GA Feb 2012 - Nov 2015 3
Contemporary Services Corporation Atlanta, GA Aug 2010 - Nov 2015 5
Unemployed Woodstock, GA Jun 2010 - Aug 2010 < 1
Woodstock Financial Group Woodstock, GA Sep 2008 - Jun 2010 1
Kennesaw State University Corning, NY Jul 2005 - Jul 2008 3
Americo Manufacturing Acworth, GA May 2006 - Jun 2008 2
First Investors Corporation Atlanta, GA Jan 2008 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Andrew J. Masseo
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • 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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