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Andrew Paul Mercer

23 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningTax PlanningInsurance PlanningBusiness OwnersCorporate Executives
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
356 advisors
Number of Clients
21,699 clients
Average Client Portfolio
$667K average
Assets Under Management
$14.5B

Fee Structure

Minimum Investment:$10K
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Location

Westview Village, 5100 Buckeystown Pike, Suite 245, Frederick, MD, 21704

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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 is affiliated with Stratos Wealth Partners as an IAR and LPL business, dedicating full-time hours to securities trading and investment advisory services. He also owns BPM, LLC (a pass-through entity) and 1772 Productions LLC, and is a notary in Maryland, spending about 10-20% of his time on the latter LLC.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
February 2016 - Present · 10 yrs
LPL Financial LLCBroker
September 2007 - Present · 18 yrs 5 mos
Previous Registrations
Stratos Wealth Partners, LTD
February 2016 - February 2016 · 0 mos
LPL Financial LLC
September 2007 - December 2016 · 9 yrs 3 mos
Uvest Financial Services Group, INC.
May 2004 - October 2007 · 3 yrs 5 mos
Uvest Financial Services Group, INC.Broker
August 2002 - October 2007 · 5 yrs 2 mos
Vanguard Marketing CorporationBroker
February 2001 - July 2001 · 5 mos
State Registrations27 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Paul Mercer - Financial Advisor | TrueAdvisor