Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
48 clients
Average Client Portfolio
$94.8M average
Assets Under Management
$4.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

HCSC may receive a flat-rate fee, an asset-based fee, or tiered-rate investment advisory fees. Fees are negotiable and may vary based on the client's circumstances. HCSC also receives consulting fees billed directly to the client on a fee-for-service basis. As a broker-dealer, HCSC receives distribution and service-based (12b-1) fees and other commissions in connection with the sale of securities and other investment products.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

One Empire Drive, Rensselaer, NY, 12144

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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 Activities

Andrew receives rental income from a two-family house he owns. This activity is not investment-related.

Employment History
Current Registrations
Healthcare Community Securities CORP. Broker
January 2020 - Present · 6 yrs
Trueplan Benefit and Retirement Advisors
January 2020 - Present · 6 yrs
Healthcare Community Securities CORP.
January 2020 - Present · 6 yrs
Previous Registrations
Transamerica Retirement Advisors, LLC
February 2016 - January 2020 · 3 yrs 11 mos
Transamerica Investors Securities CorporationBroker
July 2015 - January 2020 · 4 yrs 6 mos
Nationwide Investment Services CorporationBroker
April 2013 - July 2015 · 2 yrs 3 mos
State Registrations3 states
NJNYPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.