Andrew Zuch (CRD# 7377311) is an Investment Advisor Representative working at Mdrn Capital in West Chester, PA and has over 4 years of experience in the finance industry.
CRD# 6436358
Planning Capital Management Corp.
CRD# 6237585
Edward Jones
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mdrn Capital, LLC | West Chester, PA | Dec 2023 - Current | < 1 |
| Procapita Partners, Llc Dba Viquity Asset Management | Conshohocken, PA | May 2021 - Current | 3 |
| Thrivest Legal Funding | Conshohocken, PA | Mar 2021 - Current | 3 |
| Self-employed | Pottstown, PA | Aug 2020 - Mar 2021 | < 1 |
| A Better Financial Plan | King Of Prussia, PA | Aug 2019 - Aug 2020 | 1 |
| Self-employed | Pottstown, PA | Nov 2015 - Aug 2019 | 3 |
| Na | Pottstown, PA | Nov 2014 - Nov 2015 | 1 |
| Philadelphia's Finest | Pottstown, PA | Apr 2002 - Nov 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management61MILLIONS
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Total Number of Accounts382ACCOUNTS
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Average Account Value$159,004
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Pension consulting services
- Selection of other advisers (including private fund managers)
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