Andrew Denenberg, financial advisor Deerfield IL
96 score

Andrew Denenberg

CRD Number: 5894595
Current Firm: Strategic Wealth Partners

Andrew Denenberg (CRD# 5894595) is an Investment Advisor Representative working at Strategic Wealth Partners in Deerfield, IL and has over 5 years of experience in the finance industry. Andrew Denenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Strategic Wealth Partners Group LLC Deerfield, IL Nov 2014 - Current 2
Strategic Wealth Partners, LLC Deerfield, IL Jun 2008 - Oct 2014 6
Yale University New Haven, CT Aug 2004 - May 2008 3
Darwin Capital Trading, LLC Chicago, IL Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Andrew T. Denenberg
Phone Number: (224) 632-1600
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,518
    MILLIONS
  • Total Number of Accounts
    2,679
    ACCOUNTS
  • Average Account Value
    $566,613
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, FL, IL, IN, LA, MI, NH, NV, NY, PA, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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