![Andrew Newman, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
Andrew Newman (CRD# 840929) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Greensburg, PA and has over 38 years of experience in the finance industry.
![Marybeth Abbiatici, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 1498908
Robert W. Baird & Company Incorporated
![Laura Abbott Decarolis, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 1523919
Trustmont Advisory Group, Inc.
![Blake Abel, financial advisor Greensburg PA](/img/ws/profile-blank-sq.png)
CRD# 6747556
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Stifel, Nicolaus & Company, Incorporated | Greensburg, PA | Sep 2009 - Current | 14 |
Ubs Financial Services Inc. | Greensburg, PA | Apr 1977 - Current | 47 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1985 |
S65 | NASAA Investment Advisors Law Examination | Sep 1993 |
- PA
- TX
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Total Assets Under Management149,249MILLIONS
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Total Number of Accounts348,524ACCOUNTS
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Average Account Value$428,231
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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