Andrew Halliday, financial advisor Town Of Clifton Park NY

Andrew Halliday

CRD Number: 2308014
Current Firm: Financial Engines Advisors LLC

Andrew Halliday (CRD# 2308014) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Town Of Clifton Park, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors L.l.c Santa Clara, CA Jun 2020 - Current < 1
Capital Creation Consulting, LLC Albany, NY Nov 2015 - Current 5
Unemployed Glenmont, NY Aug 2019 - Jun 2020 < 1
Hugh Johnson Advisors, LLC Albany, NY Sep 2016 - Aug 2019 2
Mid-market Securities, LLC New York, NY Jan 2017 - Dec 2017 < 1
Delta Securities Company LLC Orlando, FL Feb 2016 - Oct 2016 < 1
Hrc Services, Inc. (halliday Financial Group) Glenwood Landing, NY Dec 1992 - Jan 2016 23
Tsa Management, Inc. Glenwood Landing, NY Dec 1992 - Dec 2015 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1993
S65 NASAA Investment Advisors Law Examination Jul 2020
Contact Info for Andrew W. Halliday
Phone Number: 408-498-6000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    229,000
    MILLIONS
  • Total Number of Accounts
    1,514,533
    ACCOUNTS
  • Average Account Value
    $151,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
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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