Andrew Cialek, financial advisor Madison CT

Andrew Cialek

CRD Number: 6368405
Current Firm: Principle Wealth Partners LLC

Andrew Cialek (CRD# 6368405) is an Investment Advisor Representative working at Principle Wealth Partners LLC in Madison, CT and has over 2 years of experience in the finance industry. Andrew Cialek 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
Principle Wealth Partners LLC Madison, CT Jan 2020 - Current 1
Olio Financial Planning Blacksburg, VA Jun 2017 - Jan 2020 2
Jsw Financial Blacksburg, VA Jun 2014 - Jun 2017 3
Backcountry.com Christianburg, VA Aug 2013 - Jun 2014 < 1
University Of Vermont Burlington, VT Sep 2012 - May 2013 < 1
University Of Vermont Burlington, VT Jan 2010 - May 2013 3
University Of Vermont Burlington, VT Sep 2011 - May 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2019
Contact Info for Andrew J. Cialek
Phone Number: 203-318-8892
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    1,766
    MILLIONS
  • Total Number of Accounts
    2,322
    ACCOUNTS
  • Average Account Value
    $760,412
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT

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