Andrew MachataCRD Number: 5571853
Current Firm: Schwab Private Client Investment Advisory, Inc.
Andrew Machata (CRD# 5571853) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 9 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Charles Schwab & Company, Inc.||Orlando, FL||Feb 2015 - Current||3|
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Feb 2015 - Current||3|
|E*trade Capital Management LLC||Orlando, FL||Nov 2012 - Feb 2015||2|
|E*trade Securities LLC||Orlando, FL||Nov 2012 - Feb 2015||2|
|E*trade Savings Bank||Orlando, FL||Nov 2012 - Oct 2013||< 1|
|Ubs Financial Services Inc.||Orlando, FL||May 2011 - Nov 2012||1|
|Bank Of America, Na||Orlando, FL||Dec 2009 - May 2011||1|
|Merrill Lynch||Orlando, FL||Aug 2008 - Dec 2009||1|
|Defense Contract Mgmt Agency||Orlando, FL||Sep 2007 - Aug 2008||< 1|
|Usmcr||Orlando, FL||May 2002 - May 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2008|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
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