Andrew CialekCRD 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.
Springboard Asset Management LLC
Citizens Investment Services
Commonwealth Financial Network
|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|
Total Assets Under Management1,766MILLIONS
Total Number of Accounts2,322ACCOUNTS
Average Account Value$760,412
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CO, CT, FL, LA, MA, ME, NC, NH, NJ, NY, PA, RI, TX, VA, VT
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