Andrew MasseoCRD 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 Kennesaw, GA and has over 9 years of experience in the finance industry.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Woodstock, GA||Nov 2015 - Current||2|
|Bank Of America, N.a.||Woodstock, GA||Nov 2015 - Current||2|
|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|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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