Andrew Groat, financial advisor Fayetteville NY

Andrew Groat

CRD Number: 2542579
Current Firm: Aldemar Research Corporation

Andrew Groat (CRD# 2542579) is an Investment Advisor Representative working at Aldemar Research Corporation in Fayetteville, NY and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Aldemar Research Corporation Fayetteville, NY Mar 2015 - Current 9
Ridgeway & Conger, Inc. New Woodstock, NY Jan 2011 - May 2015 4
Ridgeway Conger Advisory Services Inc. New Woodstock, NY Jan 2011 - May 2015 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Andrew L. Groat
Phone Number: 315-382-4843
Registered State(s):
  • NY
  • TX
Current Firm Details
Aldemar Research Corporation
Firm's CRD Number: 178523
By the Numbers
  • Total Assets Under Management
    54
    MILLIONS
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $505,137
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
Types of Clients
Registered States

NY, TX

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