Andrew Lichaj, financial advisor Lemont IL

Andrew Lichaj

CRD Number: 6693792
Current Firm: Fidelity Personal And Workplace Advisors

Andrew Lichaj (CRD# 6693792) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Lemont, IL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Apr 2023 - Current 1
Kovitz Chicago, IL Apr 2022 - Apr 2023 1
Stifel Nicolaus & Co Inc. Chicago, IL Mar 2021 - Apr 2022 1
Wells Fargo Clearing Services, LLC Oak Brook, IL Mar 2020 - Mar 2021 1
Thrivent Investment Management Inc. Orland Park, IL Apr 2019 - Mar 2020 < 1
Thrivent Financial Appleton, WI Apr 2019 - Mar 2020 < 1
Massachusetts Mutual Life Insurance Company Downers Grove, IL Apr 2017 - Mar 2019 1
Mml Investors Services, LLC Downers Grove, IL Apr 2017 - Mar 2019 1
Self Employeed Downers Grove, IL Jan 2017 - Apr 2017 < 1
South Chicago Marketing Joliet, IL Oct 2016 - Dec 2016 < 1
Foresters Financial Services Lombard, IL Aug 2016 - Oct 2016 < 1
Self Employeed Naperville, IL May 2016 - Aug 2016 < 1
Ajax Fc Naperville, IL Aug 2011 - May 2016 4
Dominican University Oakpark River Forest, IL Aug 2015 - Dec 2015 < 1
Little Kickers (just For Kicks) Plainfield, IL Mar 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2017
S66 NASAA Uniform Combined State Law Examination Feb 2024
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Lichaj
Phone Number: 617-563-7000
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    818,776
    MILLIONS
  • Total Number of Accounts
    1,991,043
    ACCOUNTS
  • Average Account Value
    $411,230
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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