Andrew HallidayCRD 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.
The Ayco Company,l.p.
Cetera Investment Advisers LLC
Pks Advisory Services, LLC
|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|
Total Assets Under Management229,000MILLIONS
Total Number of Accounts1,514,533ACCOUNTS
Average Account Value$151,202
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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