Andrew Vanalstyne (CRD# 7739686) is an Investment Advisor Representative working at Fiduciary Financial Advisors in Waxhaw, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiduciary Financial Advisors | Grand Rapids, MI | Nov 2023 - Current | < 1 |
| Park Avenue Investment Advisory | Charlotte, NC | Jun 2023 - Current | < 1 |
| Guardian Life Insurance Company | Charlotte, NC | May 2023 - Current | 1 |
| High Rock Consulting | Waxhaw, NC | Sep 2022 - May 2023 | < 1 |
| Steak 48 | Charlotte, NC | Mar 2021 - Sep 2022 | 1 |
| Harvest Restaurant Group | Morris Plains, NJ | Jan 2020 - Feb 2021 | 1 |
| Morton's The Steakhouse | Hackensack, NJ | Jun 2007 - Dec 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
- NC
-
Total Assets Under Management555MILLIONS
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Total Number of Accounts1,294ACCOUNTS
-
Average Account Value$429,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AL, CA, CO, FL, IL, IN, MA, MI, MN, NC, NE, NH, NY, OH, OR, TN, TX, VA, WI
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