Andrew Kofman is a registered investment advisor at Cetera Investment Advisers LLC, based in Sharon, MA, with 5 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Sharon, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew owns Andrew T. Kofman, CPA PC, providing tax preparation services, which takes nearly full-time. He also maintains his attorney license, though he doesn't practice law, and acts as power of attorney for his mother, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cfs Brokerage CORP.Broker
State Registrations1 state
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