Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B

Fee Structure

Financial Planning:Investment management only

This advisor may earn commissions from securities transactions through Private Client Services, LLC, which could be higher or lower than other broker-dealers. These commissions may include those from equity securities, mutual fund 12b-1 fees, mutual fund trail commissions, or direct product sponsor commissions.

Areas of Practice
Investment Management
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Advisor Information

Office location

One Easton Oval, Ste 520, Columbus, OH, 43219

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Andrew offers insurance as a broker or agent through numerous insurance companies. Some sales are through SRM, an affiliated company, and Andrew earns compensation based on these sales.

Employment History
Current Registrations
Private Client Services, LLC Broker
June 2025 - Present · 7 mos
Summit Financial, LLC
May 2025 - Present · 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLC Broker
August 2021 - June 2025 · 3 yrs 10 mos
Wells Fargo Advisors
August 2021 - June 2025 · 3 yrs 10 mos
Wealthbridge Capital Management, LLC
October 2018 - September 2021 · 2 yrs 11 mos
Private Client Services, LLC Broker
August 2018 - May 2020 · 1 yr 9 mos
Morgan Stanley
September 2013 - September 2018 · 5 yrs
Morgan Stanley Broker
September 2013 - September 2018 · 5 yrs
UBS Financial Services INC.
October 2011 - September 2013 · 1 yr 11 mos
UBS Financial Services INC. Broker
February 2011 - September 2013 · 2 yrs 7 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.