AR
AR
Andrew Roberts is a registered investment advisor, based in Pittsford, NY, with 23 years of industry experience.
Location
115 Sully's Trail, Ste. 8, Pittsford, NY, 14534
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Regulatory History (1)
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Employment Separation After Allegations
September 2001Other Business ActivitiesSells Insurance
Andrew is a landlord for a property, dedicating minimal time to this activity. He is also an agent in insurance/benefits/human resources, spending minimal time on it, and an advisory representative of a RIA, spending full-time hours on it. Andrew is also the owner of AR Wealth Management, spending nearly full-time hours on it.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
June 2013 - Present · 13 yrs 1 mo
Cambridge Investment Research, INC.Broker
June 2013 - Present · 13 yrs 1 mo
Previous Registrations
Wall Street Financial Group, INC
January 2006 - June 2013 · 7 yrs 5 mos
Wall Street Financial Group, INC.Broker
June 2004 - June 2013 · 9 yrs
AXA Advisors, LLCBroker
March 2004 - June 2004 · 3 mos
Wall Street Financial Group, INC.Broker
February 2003 - December 2003 · 10 mos
Worldco, L.L.C.Broker
February 2002 - April 2002 · 2 mos
Monroe Securities, INC.Broker
May 2001 - September 2001 · 4 mos
State Registrations8 states
CAFLGAMINJNYTXVA
AdvisorBrokerBoth
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.