Andrew Neiderer (CRD# 6275351) is an Investment Advisor Representative working at Selective Wealth Management, Inc. in Forest, VA and has over 7 years of experience in the finance industry. Andrew Neiderer 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.
CRD# 6713984
Edward Jones
CRD# 6165625
Hsc Wealth Advisors
CRD# 5724133
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Selective Wealth Management, Inc. | Forest, VA | Jun 2021 - Current | 2 |
| Montvue Capital Management | Lynchburg, VA | Feb 2018 - Jun 2021 | 3 |
| Lane, Staley & Associates-ameriprise Financial Services, Inc. | Lynchburg, VA | Apr 2016 - Feb 2018 | 1 |
| Ameriprise Financial Services, Inc. | Lynchburg, VA | Aug 2015 - Apr 2016 | < 1 |
| Unemployed | Lynchburg, VA | May 2015 - Aug 2015 | < 1 |
| Virginia Polytechnic Institute And State University | Blacksburg, VA | Aug 2011 - May 2015 | 3 |
| Ameriprise Financial Services, Inc. | Lynchburg, VA | Jul 2013 - Jan 2015 | 1 |
| Virginia Tech: 4 Help | Blacksburg, VA | Aug 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2016 |
- TX
- VA
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Total Assets Under Management392MILLIONS
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Total Number of Accounts2,000ACCOUNTS
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Average Account Value$196,239
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WV
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