Independent investment advisory with 25 years of experience in portfolio management, retirement planning and high-net-worth financial planning.
Schedule AppointmentClifford Ian Andersson provides structured investment advisory for individuals and institutional investors seeking disciplined portfolio growth, diversification, and risk-balanced wealth planning.
His advisory philosophy emphasizes evidence-driven allocation strategies, macroeconomic awareness, and tailored client planning. Each engagement is built around measurable financial objectives and transparent reporting.
View his BrokerCheck Detailed Report.
Broker: FINRA Regulated
Investment Adviser (IA)
Registered with: Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD#: 7691)
SRO Registrations: FINRA, NYSE, Nasdaq, Cboe BYX, Cboe BZX, and Cboe Exchange
State Licenses: 46 U.S. states and territories
Personalized asset allocation and active monitoring for optimized returns. Includes diversification, rebalancing, and tax-efficient strategies.
Long-term strategies to secure income and independence. Includes projections, tax optimization, and phased withdrawal planning.
Comprehensive risk analysis and portfolio protection. Diversification strategies, hedging, and ongoing monitoring.
Continuous research and trend interpretation for informed investment decisions and proactive portfolio adjustments.
Tailored wealth preservation strategies, estate planning, and multi-generational portfolio management for elite investors.
Goal-oriented advisory sessions to clarify objectives and actionable steps for growth and risk management.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD#: 7691) — Registered Representative (Since 2017)
MML Investors Services, LLC (CRD#:10409) — Registered Representative
Banc of America Investment Services, Inc. (CRD#:16361) — Registered Representative
Series 7 – General Securities Representative
Series 63 – Uniform Securities Agent State Law
Series 57 – Securities Trader
SIE – Securities Industry Essentials
More than 26 years of experience providing investment advisory, portfolio management, retirement planning, and wealth management services across major U.S. financial institutions.
"Clifford provided exceptional guidance. My portfolio has never been more organized and profitable."
— High-Net-Worth Client
"Professional, detail-oriented, and strategic. His advice is always tailored to my needs."
— Corporate Executive
"His insights transformed my investment approach. I now have confidence in my long-term strategy."
— Private Investor