Andrew Orsini
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Andrew Orsini is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has 35 years of experience in the financial services industry, focusing on serving families and business owners across various wealth and life stages. Andrew is a qualified Portfolio Manager who provides traditional financial advice as well as personalized investment strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches.
Andrew earned a bachelor's degree in Finance and Accounting from the University of Dayton in 1982 and holds the designation of Personal Investment Advisor (PIA). He leads a team dedicated to clients in the New England region and emphasizes putting client interests first, following the philosophy of Merrill Lynch's founder, Charles E. Merrill.
Beyond his professional role, Andrew is actively involved in his community. He participates in several organizations, including the Mount Washington Valley Chamber of Commerce, Mount Washington Valley Economic Council, Conway Area Humane Society, Technology Village Realty Management, The Memorial Hospital, and Mount Washington Valley Healthcare. His commitment to community service and volunteer work reflects his dedication to the region and its residents.
Client services
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Expertise
Wealth management
Active portfolio management
Business ownership considerations
Work history
Bank Of America, N.a.
2009 - Present (17 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2006 - Present (20 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
Shawn Christine A
ChFC®, Series 63, Series 66
Conway, NH
Edward Jones
Janice A
Series 65
Center Conway, NH
Rockworth Investment Services LLC
Deborah D
CFP®, Series 63, Series 65
Bartlett, NH
Saco River Financial Planning
Craig D
CFP®, Series 63
Bartlett, NH
Craig Duvarney, Cfp
Genevieve R
CFP®, Series 63, Series 65
North Conway, NH
Citizens Securities, Inc.
Lawrence N
Series 63, Series 65
North Conway, NH
Empower Advisory Group
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