Andrew Garrett, Inc.

Andrew Garrett, Inc. (CRD# 29931) is a financial advisory firm headquartered in New York, NY. They manage $39,037,779 in 96 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    96
    ACCOUNTS
  • Average Account Value
    $406,644
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, CA, CT, FL, GA, IL, LA, MN, MO, NJ, NY, PA, SC, TX, VA

Financial Advisors at Andrew Garrett, Inc.
Showing 1 - 10 of 21 top financial advisors.
1
Patrick J. Hehir
CRD#: 1945360
41 University Drive, Suite 400, Newtown, PA 18940
96
Wealthminder
score

Patrick Hehir (CRD# 1945360) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 28 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.

2
Mariano A. Henin
CRD#: 5107017
52 Vanderbilt Ave, Ste 510, New York, NY 10017
96
Wealthminder
score

Mariano Henin (CRD# 5107017) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 11 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.

3
Gabriel M. Antuna
CRD#: 2405241
52 Vanderbilt Ave, Ste 510, New York, NY 10017
93
Wealthminder
score

Gabriel Antuna (CRD# 2405241) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 23 years of experience in the finance industry.

4
Joseph E. Betti
CRD#: 2044182
41 University Drive, Suite 400, Newtown, PA 18940
93
Wealthminder
score

Joseph Betti (CRD# 2044182) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 27 years of experience in the finance industry.

5
Jordan D. Cooper
CRD#: 4417504
380 Lexington Ave Ste 2135, New York, NY 10168
93
Wealthminder
score

Jordan Cooper (CRD# 4417504) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 15 years of experience in the finance industry.

6
Akiva Davis
CRD#: 4444447
52 Vanderbilt Ave, Ste 510, New York, NY 10017
93
Wealthminder
score

Akiva Davis (CRD# 4444447) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 15 years of experience in the finance industry.

7
Kurt D. Folcher
CRD#: 2048375
41 University Drive, Suite 400, Newtown, PA 18940
93
Wealthminder
score

Kurt Folcher (CRD# 2048375) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Newtown, PA and has over 27 years of experience in the finance industry.

8
David S. McGarrah
CRD#: 2968378
108 W 15th Street, Hermann, MO 65041
93
Wealthminder
score

David McGarrah (CRD# 2968378) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Hermann, MO and has over 19 years of experience in the finance industry.

9
Shimon D. Rapps
CRD#: 4920814
52 Vanderbilt Ave, Ste 510, New York, NY 10017
93
Wealthminder
score

Shimon Rapps (CRD# 4920814) is an Investment Advisor Representative working at Andrew Garrett, Inc. in New York, NY and has over 6 years of experience in the finance industry.

10
Robert N. Schaffer
CRD#: 4709587
1500 Gateway Blvd, Ste 220, Boynton Beach, FL 33426
93
Wealthminder
score

Robert Schaffer (CRD# 4709587) is an Investment Advisor Representative working at Andrew Garrett, Inc. in Boynton Beach, FL and has over 13 years of experience in the finance industry.

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