AW
AW

Andrew Clayton Wyman

26 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,119 clients
Average Client Portfolio
$442K average
Assets Under Management
$494.4M

Fee Structure

Minimum Annual Fee:$200
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Location

245 Main Street, Suite 202, Chester, NJ, 07930

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew works as a financial advisor for Morristown Capital Associates LLC, his primary business and occupation. He dedicates about a quarter of his time to this role.

Employment History
Current Registrations
Stonex Securities INC.Broker
September 2024 - Present · 1 yr 5 mos
Trust Advisory Group LTD
February 2017 - Present · 9 yrs
Previous Registrations
Ages Financial Services, LTD.Broker
February 2017 - September 2024 · 7 yrs 7 mos
Source Capital Group, INC.
June 2012 - February 2017 · 4 yrs 8 mos
Source Capital Group, INC.Broker
June 2012 - February 2017 · 4 yrs 8 mos
Gilford Financial CORP.
June 2007 - June 2012 · 5 yrs
Gilford Securities IncorporatedBroker
November 2005 - June 2012 · 6 yrs 7 mos
Morgan Stanley
June 2002 - November 2005 · 3 yrs 5 mos
Morgan Stanley Dw INC.Broker
March 1999 - November 2005 · 6 yrs 8 mos
State Registrations13 states
AZCACTDEFLILMDNCNJNYPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Clayton Wyman - Financial Advisor | TrueAdvisor