Andrew StevensCRD Number: 4521515
Current Firm: Suntrust Investment Services, Inc.
Andrew Stevens (CRD# 4521515) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in Sterling, VA and has over 12 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Suntrust Bank||Vienna, VA||Jan 2013 - Current||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||Jan 2013 - Current||4|
|Suntrust Investment Services, Inc.||Atlanta, GA||May 2011 - Jan 2013||1|
|Sun Trust Bank||Orlando, FL||Feb 2011 - Jan 2013||1|
|Wachovia Bank, N.a.||Mclean, VA||May 2008 - Jan 2011||2|
|Wachovia Securities, LLC||Mclean, VA||May 2008 - Jan 2011||2|
|Chase Investment Services Corp.||Chicago, IL||Jul 2005 - May 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2013|
|S63||Uniform Securities State Law Examination||Feb 2005|
Total Assets Under Management10,443MILLIONS
Total Number of Accounts26,841ACCOUNTS
Average Account Value$389,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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