Andrew Lalley, financial advisor Washington DC

Andrew Lalley

CRD Number: 6702156
Current Firm: Steward Partners Investment Advisory, LLC

Andrew Lalley (CRD# 6702156) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Washington, DC and has over 2 years of experience in the finance industry.

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Steward Partners Global Advisory, LLC Washington, DC Aug 2016 - Current 5
Steward Partners Investment Advisory, LLC New York, NY Aug 2016 - Current 5
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Ymca Of South Hampton Roads Jamesville, VA Jun 2008 - Sep 2016 8
Ymca Of Metro Washington Washington, DC Oct 2015 - Jun 2016 < 1
Asucd Unitrans Davis, CA Feb 2011 - Dec 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2019
Contact Info for Andrew P. Lalley
Phone Number: 212-364-0364
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    9,824
    MILLIONS
  • Total Number of Accounts
    19,483
    ACCOUNTS
  • Average Account Value
    $504,240
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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