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Andrew Scheirer

Api Financial Advisors, LLC
25 Years of Experience
Lake Mary, FL
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Andrew Scheirer is a registered investment advisor at Api Financial Advisors, LLC, based in Lake Mary, FL, with 25 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M in assets under management.

Api Financial Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
227 clients
Average Client Portfolio
$373K average
Assets Under Management
$84.7M

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1540 International Parkway, Ste. 2000, Lake Mary, FL, 32746

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 2020
Settled
Financial
June 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrew is the CEO of API Advisors DBA Quility Financial Advisors DBA Aston Crest Wealth Management, an RIA, and advises clients on managed accounts, dedicating nearly full-time hours to this. He also works as a fixed insurance producer, soliciting sales and dedicating about 10-20% of his time to this activity.

Employment History
Current Registrations
Api Financial Advisors, LLC
March 2026 - Present · 7 mos
Previous Registrations
Quility Financial Advisors
April 2020 - December 2025 · 5 yrs 8 mos
Purshe Kaplan Sterling InvestmentsBroker
March 2020 - February 2025 · 4 yrs 11 mos
Kovack Advisors, INC.
December 2014 - March 2020 · 5 yrs 3 mos
Kovack Securities INC.Broker
December 2014 - March 2020 · 5 yrs 3 mos
First Allied Advisory Services, INC.
June 2012 - December 2014 · 2 yrs 6 mos
First Allied Securities, INC.
October 2007 - July 2012 · 4 yrs 9 mos
First Allied Securities, INC.Broker
October 2007 - December 2014 · 7 yrs 2 mos
H&r Block Financial Advisors, INC.
March 2006 - October 2007 · 1 yr 7 mos
H&r Block Financial Advisors, INC.Broker
December 2005 - October 2007 · 1 yr 10 mos
Wachovia Securities, LLC
February 2002 - December 2005 · 3 yrs 10 mos
Wachovia Securities, LLCBroker
February 2002 - December 2005 · 3 yrs 10 mos
Quick & Reilly, INC.Broker
September 2001 - February 2002 · 5 mos
Chase Investment Services CORP.Broker
October 2000 - June 2001 · 8 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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