Andrew C Wages
Advisor at Merrill — Columbus, OH Lyra Dr
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.
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.
Credentials
Series 66
Experience Industry experience
16 years
Location
Columbus, OH 43240
Merrill
Institution
Andrew Wages is a Wealth Management Advisor with Merrill Lynch Wealth Management and a Senior Vice President within the Private Wealth Management team of The CWMG Group. Based in San Francisco and Columbus, he works alongside a team of eight, focusing on serving corporate executives, entrepreneurs, and early-stage investors primarily in the technology and life sciences industries. Andrew’s approach centers on building deep relationships with clients to address complex wealth management needs through individualized planning and disciplined portfolio construction.
With over 23 years of industry experience, Andrew specializes in creating comprehensive wealth management plans that include asset allocation, portfolio management, managing concentrated and restricted stock positions, balance sheet efficiencies, and wealth structuring. He also plays a key role in the operational management of The CWMG Group, applying his expertise in technical product development to enhance the efficiency and consistency of private wealth management services.
Andrew began his career in technical product development at Schwab and Schwab Institutional before transitioning to financial advisory roles at Merrill Lynch and Morgan Stanley. He served in the United States Marine Corps Reserve from 1992 to 1998. Andrew holds a B.A. in International Business from the University of Georgia and is a CERTIFIED FINANCIAL PLANNER® (CFP®) and a Certified Plan Fiduciary Advisor® (CPFA®). Outside of work, he enjoys spending time with his wife, two teenage daughters, and their family pets.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Columbus, OH Lyra Dr
8890 Lyra Dr
Columbus OH 43240
Advisors at this office
99
California · Ohio · Texas
16 years of industry experience
Bank Of America, N.A.
2015 - Present • 11 years
San Francisco, CA
Merrill
2015 - Present • 11 years
San Francisco, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")