Andrew Boatright, financial advisor Grand Rapids MI

Andrew Boatright

CRD Number: 6809791
Current Firm: Strategies Wealth Advisors, LLC

Andrew Boatright (CRD# 6809791) is an Investment Advisor Representative working at Strategies Wealth Advisors, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Strategies Wealth Advisors, LLC Grand Rapids, MI Jan 2020 - Current < 1
Bank Of America, N.a. Grand Rapids, MI Sep 2019 - Jan 2020 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Grand Rapids, MI Sep 2018 - Jan 2020 1
Davenport University Grand Rapids, MI Sep 2014 - Apr 2019 4
Merrill Lynch, Pierce, Fenner & Smith Inc. Grand Rapids, MI Jun 2018 - Aug 2018 < 1
Merrill Lynch, Pierce, Fenner & Smith Inc. Grand Rapids, MI Jun 2017 - Aug 2017 < 1
Spectrum Health Grand Rapids, MI May 2016 - Aug 2016 < 1
Ymca Of Greater Grand Rapids Grand Rapids, MI May 2014 - Sep 2015 1
Rockford High School Rockford, MI Sep 2010 - Sep 2014 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Andrew J. Boatright
Phone Number: 616-719-5007
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Other
Types of Clients
Registered States


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