Andrew Garrett, Inc.

Andrew Garrett, Inc. (CRD# 29931) is a financial advisory firm headquartered in New York, NY. They manage $126,610,725 in 511 accounts and serve the financial needs of clients across 22 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    511
    ACCOUNTS
  • Average Account Value
    $247,771
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, MI, MN, MO, NJ, NY, OH, PA, SC, TX, VA, WV

Financial Advisors at Andrew Garrett, Inc.
Showing 1 - 10 of 19 top financial advisors.
1
Travis Aiello
CRD#: 6820494
52 Vanderbilt Ave, Ste 510, New York, NY 10017

Travis Aiello (CRD# 6820494) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 3 years of experience in the finance industry.

2
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 30 years of experience in the finance industry.

3
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 28 years of experience in the finance industry.

4
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 25 years of experience in the finance industry.

5
Guy G. Clemente
CRD#: 1222597
52 Vanderbilt Ave, Ste 510, New York, NY 10017

Guy Clemente (CRD# 1222597) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 36 years of experience in the finance industry.

6
Jordan D. Cooper
CRD#: 4417504
52 Vanderbilt Ave, Ste 510, 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 18 years of experience in the finance industry.

7
Akiva Davis
CRD#: 4444447
52 Vanderbilt Ave, Ste 510, 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 18 years of experience in the finance industry.

8
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 30 years of experience in the finance industry.

9
James P. Fraschilla
CRD#: 4624407
52 Vanderbilt Ave, Ste 510, New York, NY 10017

James Fraschilla (CRD# 4624407) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 9 years of experience in the finance industry.

10
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 31 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.

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