Andrew Randisi, financial advisor Pennsauken NJ

Andrew Randisi

CRD Number: 7190191
Current Firm: Pennsylvania Capital Management Inc.

Andrew Randisi (CRD# 7190191) is an Investment Advisor Representative working at Pennsylvania Capital Management Inc. in Pennsauken, NJ and has 1 year of experience in the finance industry. Andrew Randisi 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.

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Professional Designations
Company Name Location Dates Years
Pennsylvania Capital Management Willow Grove, PA Jul 2016 - Current 7
Drexel University Philadelphia, PA Sep 2012 - Jun 2017 4
Pricewaterhousecoopers Philadelphia, PA Oct 2015 - Mar 2016 < 1
Sunoco Inc. R&m Philadelphia, PA Sep 2014 - Mar 2015 < 1

Andrew Randisi has no recent exams reported.
Contact Info for Andrew M. Randisi
Phone Number: 215-881-7700
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    572
    MILLIONS
  • Total Number of Accounts
    1,048
    ACCOUNTS
  • Average Account Value
    $546,012
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, DE, FL, LA, NH, NJ, NY, PA, TX

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