Daniel Andrews, financial advisor Pittsburgh PA

Daniel Andrews

CRD Number: 4209537
Current Firm: Creative Planning

Daniel Andrews (CRD# 4209537) is an Investment Advisor Representative working at Creative Planning in Pittsburgh, PA and has over 20 years of experience in the finance industry. Daniel Andrews 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
Creative Planning Pittsburgh, PA Oct 2016 - Current 4
Sheaff Brock Investment Advisors, LLC Indianapolis, IN Feb 2015 - Oct 2016 1
Cco Investment Services Corp. Pittsburgh, PA Oct 2014 - Oct 2016 2
Self Employed Pittsburgh, PA Oct 2013 - Oct 2014 1
Td Ameritrade Inc. Pittsburgh, PA Mar 2008 - Oct 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2000
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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Daniel L. Andrews
Phone Number: (866) 909-5148
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    75,589
    MILLIONS
  • Total Number of Accounts
    134,117
    ACCOUNTS
  • Average Account Value
    $563,606
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY

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