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Andrew Scott Berens

Leerink Partners LLC

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About Andrew Scott Berens

Andrew Berens is a financial professional with over 10 years of experience in the industry. Andrew is currently registered with Leerink Partners LLC in Massachusetts and New York. Previously, Andrew was employed by Morgan Stanley & Co. LLC, FBR Capital Markets & Co., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citigroup Global Markets Inc. Andrew holds the Series 7, Series 63, Series 86, Series 87, and SIE licenses.

Firm Information

Andrew Berens is currently registered with Leerink Partners LLC. Leerink Partners LLC is a Limited Liability Company formed in July 2007. It is registered in all 50 states and the District of Columbia. The firm has one SEC registration and is actively registered with state regulators.

Not reported

Assets Under Management

Not reported

Total Clients

76

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Andrew Berens’s Registration & Firm History

MA

06/08/2018 - Present

Leerink Partners LLC (BOSTON MA)

NY

03/19/2015 - 06/05/2018

MORGAN STANLEY & CO. LLC (NEW YORK NY)

NY

06/20/2014 - 03/16/2015

FBR CAPITAL MARKETS & CO. (NEW YORK NY)

NY

06/09/2007 - 03/31/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

11/22/2005 - 05/08/2007

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/13/2014

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 07/28/2014

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/20/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Scott Berens.
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