Andrew Garrett, Inc.

Andrew Garrett, Inc. (CRD# 29931) is a financial advisory firm headquartered in New York, NY. They manage $405,994,942 in 1,050 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    406
    MILLION
  • Total Number of Accounts
    1,050
    ACCOUNTS
  • Average Account Value
    $386,662
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, LA, MA, MD, MI, MN, MO, NC, NJ, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WV

Financial Advisors at Andrew Garrett, Inc.
Showing 1 - 10 of 14 top financial advisors.
1
Joseph E. Betti
CRD#: 2044182
41 University Drive, Suite 400, Newtown, PA 18940

Joseph Betti (CRD# 2044182) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 33 years of experience in the finance industry.

2
Richard A. Biele
CRD#: 2189980
41 University Drive, Suite 400, Newtown, PA 18940

Richard Biele (CRD# 2189980) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 32 years of experience in the finance industry.

3
Jung F. Chang
CRD#: 2662660
Palo Alto, CA

Jung Chang (CRD# 2662660) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Palo Alto, CA and has over 28 years of experience in the finance industry.

4
Jordan D. Cooper
CRD#: 4417504
52 Vanderbilt Ave, Ste 403, New York, NY 10017

Jordan Cooper (CRD# 4417504) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 21 years of experience in the finance industry.

5
Akiva Davis
CRD#: 4444447
52 Vanderbilt Ave, Ste 403, New York, NY 10017

Akiva Davis (CRD# 4444447) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 22 years of experience in the finance industry.

6
Kurt D. Folcher
CRD#: 2048375
41 University Drive, Suite 400, Newtown, PA 18940

Kurt Folcher (CRD# 2048375) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 33 years of experience in the finance industry.

7
Patrick J. Hehir
CRD#: 1945360
41 University Drive, Suite 400, Newtown, PA 18940

Patrick Hehir (CRD# 1945360) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 34 years of experience in the finance industry. Patrick Hehir has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Mariano A. Henin
CRD#: 5107017
52 Vanderbilt Ave, Ste 403, New York, NY 10017

Mariano Henin (CRD# 5107017) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 17 years of experience in the finance industry. Mariano Henin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Brian M. Kuhns
CRD#: 2921468
41 University Drive, Suite 400, Newtown, PA 18940

Brian Kuhns (CRD# 2921468) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 26 years of experience in the finance industry.

10
Mark H. Maurer
CRD#: 1496683
Anderson, SC

Mark Maurer (CRD# 1496683) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Anderson, SC and has over 37 years of experience in the finance industry.

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