Andrew Machata, financial advisor Oviedo FL

Andrew Machata

CRD Number: 5571853
Current Firm: Semper Wealth Management LLC

Andrew Machata (CRD# 5571853) is an Investment Advisor Representative working at Semper Wealth Management LLC in Oviedo, FL and has over 15 years of experience in the finance industry. Andrew Machata 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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Professional Designations
Company Name Location Dates Years
Semper Wealth Management LLC Oviedo, FL Aug 2019 - Current 4
Semper Wealth Management LLC Oviedo, FL Apr 2019 - Current 4
Schwab Private Client Investment Advisory, Inc. Orlando, FL Feb 2015 - Jan 2019 3
Charles Schwab & Company, Inc. Orlando, FL Feb 2015 - Jan 2019 3
E*trade Securities LLC Orlando, FL Nov 2012 - Feb 2015 2
E*trade Capital Management LLC Orlando, FL Nov 2012 - Feb 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2008
Contact Info for Andrew M. Machata
Phone Number: 407-308-0575
Registered State(s):
  • FL
  • LA
  • TX
Current Firm Details
Semper Wealth Management LLC
Firm's CRD Number: 305094
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $70,246
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, LA, TX

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