Andrew Fahner, financial advisor Pittsburgh PA

Andrew Fahner

CRD Number: 5550574
Current Firm: Advice And Planning Services

Andrew Fahner (CRD# 5550574) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Pittsburgh, PA Dec 2017 - Current 6
Tiaa-cref Individual & Institutional Services, LLC Pittsburgh, PA Dec 2017 - Current 6
Infinex Investments, Inc. Meriden, CT Jan 2017 - Dec 2017 < 1
First Commonwealth Bank Johnstown, PA Jan 2017 - Dec 2017 < 1
Pnc Investments Baldwin Twp, PA May 2011 - Jan 2017 5
Pnc Bank Baldwin Twp, PA May 2011 - Jan 2017 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Andrew A. Fahner
Phone Number: 212-490-9000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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