Andrew AlcareseCRD Number: 2870896
Current Firm: Janney Montgomery Scott LLC
Andrew Alcarese (CRD# 2870896) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Greenville, DE and has over 24 years of experience in the finance industry. Andrew Alcarese 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.
Affinity Wealth Management LLC
Oppenheimer & Company Inc.
Planning Capital Management Corp.
|Janney Montgomery Scott LLC||Greenville, DE||Nov 2013 - Current||8|
|Morgan Stanley Smith Barney||Greenville, DE||Jun 2009 - Nov 2013||4|
|Citigroup Global Markets Inc.||Greenville, DE||Feb 2006 - Nov 2013||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 1998|
Total Assets Under Management81,347MILLIONS
Total Number of Accounts203,125ACCOUNTS
Average Account Value$400,475
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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