Andrew Prescott (CRD# 4877660) is an Investment Advisor Representative working at Sherman Wealth Management LLC in Winter Garden, FL and has over 17 years of experience in the finance industry. Andrew Prescott 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.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sherman Wealth Management | Winter Garden, FL | Feb 2022 - Current | 2 |
| Ocean Breeze Wealth LLC | Winter Garden, FL | Feb 2018 - Current | 6 |
| Morgan Stanley | Washington, DC | Jun 2009 - Jan 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2006 |
- FL
- MD
- NY
-
Total Assets Under Management95MILLIONS
-
Total Number of Accounts372ACCOUNTS
-
Average Account Value$256,027
- 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
- Pension consulting services
- Educational seminars/workshops
CA, DC, FL, MD, NY, TX, VA
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