Andrew Dennis, financial advisor Boca Raton FL
89 score

Andrew Dennis

CRD Number: 6226677
Current Firm: Comprehensive Wealth Solutions, LLC

Andrew Dennis (CRD# 6226677) is an Investment Advisor Representative working at Comprehensive Wealth Solutions, LLC in Boca Raton, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Comprehensive Wealth Solutions, LLC Boca Raton, FL Jul 2013 - Current 3
Vanderbilt University Nashville, TN May 2013 - Jun 2013 < 1
University Of Miami Coral Gables, FL Jul 2010 - May 2013 2
Clark University Worcester, MA Aug 2009 - Jun 2010 < 1
Livingston High School Livingston, NJ Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2013
Contact Info for Andrew J. Dennis
Phone Number: 877-294-4979
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    153
    MILLIONS
  • Total Number of Accounts
    245
    ACCOUNTS
  • Average Account Value
    $623,035
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NH, NJ, NY, TX

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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