Andrew Ferraro, financial advisor Dublin OH

Andrew Ferraro

CRD Number: 5028881
Current Firm: Ferraro Wealth Management, LLC

Andrew Ferraro (CRD# 5028881) is an Investment Advisor Representative working at Ferraro Wealth Management, LLC in Dublin, OH and has over 17 years of experience in the finance industry. Andrew Ferraro 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
Ferraro Wealth Management, LLC Dublin, OH May 2020 - Current 3
Strategic Wealth Partners, Ltd. Columbus, OH Dec 2014 - May 2020 5
Ameriprise Financial Services, Inc. Gahanna, OH Aug 2011 - Dec 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2006
Contact Info for Andrew W. Ferraro
Phone Number: 614 783 1051
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    76
    MILLIONS
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $299,628
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

OH

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