![Andrew Hickey, financial advisor Annapolis MD](/img/ws/profile-blank-sq.png)
Andrew Hickey (CRD# 2344204) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Annapolis, MD and has over 30 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
![Ronald Flohr, financial advisor Annapolis MD](/img/ws/profile-blank-sq.png)
CRD# 4449737
Morgan Stanley
![Tracy Aaron, financial advisor Annapolis MD](/img/ws/profile-blank-sq.png)
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Annapolis, MD | Jan 2024 - Current | < 1 |
Woodbury Financial Services, Inc. | Mclean, VA | Jul 2018 - Current | 5 |
Woodbury Financial Services, Inc. | Mclean, VA | Jul 2018 - Jan 2024 | 5 |
Capital One Investing, LLC | Annapolis, MD | Jan 2015 - Jul 2018 | 3 |
Capital One Advisors, LLC | Annapolis, MD | Jan 2015 - Jul 2018 | 3 |
Capital One Financial Advisors | Melville, NY | Jul 2012 - Jan 2015 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 1993 |
S65 | NASAA Investment Advisors Law Examination | Nov 1995 |
- MD
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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