Andrew Michaelides (CRD# 6363831) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Investment Center, Inc. | Maple Grove, MN | Aug 2023 - Current | < 1 |
| Ic Advisory Services, Inc. | Maple Grove, MN | Aug 2023 - Current | < 1 |
| Pinnacle Financial Solutions | Brooklyn Park, MN | Mar 2018 - Current | 6 |
| Ic Advisory Services Inc. | Maple Grove, MN | Jan 2019 - Aug 2023 | 4 |
| The Investment Center Inc. | Maple Grove, MN | Apr 2016 - Aug 2023 | 7 |
| Hennepin County Enviornmental Services | Brooklyn Park, MN | Aug 2011 - Dec 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2018 |
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- MN
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Total Assets Under Management2,141MILLIONS
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Total Number of Accounts6,011ACCOUNTS
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Average Account Value$356,194
- 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)
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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