Andre Pineda is a registered investment advisor at Cary Street Partners, based in Fredericksburg, VA, with 22 years of industry experience. Andre is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.
Fee Estimator
Location
1000 Winchester St, Suite 300, Fredericksburg, VA, 22401
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Andre is involved in several outside business activities, including serving on the investment committee for Fredericksburg Academy, as president/owner of Sophiola (a business created with his wife around their child's artwork), and as an ambassador for ABLE National Resource Academy. He also holds treasurer and board member positions for several organizations, dedicating minimal time to each.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations32 states
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
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