Andrew Kiefer (CRD# 6484509) is an Investment Advisor Representative working at Emergent Wealth Advisors, LLC in Williamsville, NY and has over 8 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Emergent Wealth Advisors, LLC | Williamsville, NY | Aug 2021 - Current | 2 |
| Andrew Kiefer, Sole Proprietor | Buffalo, NY | Jul 2017 - Current | 6 |
| Village Of Kenmore | Kenmore, NY | Aug 2006 - Current | 17 |
| Lincoln Investment | Getzville, NY | Jan 2017 - Aug 2021 | 4 |
| Legend Advisory Corporation | Palm Beach Gardens, FL | Oct 2015 - Sep 2019 | 3 |
| Legend Equities Corporation | Palm Beach Gardens, FL | Apr 2015 - Jan 2017 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- NY
-
Total Assets Under Management171MILLIONS
-
Total Number of Accounts888ACCOUNTS
-
Average Account Value$192,499
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NY
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