AS
AS

Andrew Michael Storti

20 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

415 Eagleview Blvd, Suite 110, Suite 110, Exton, PA, 19341

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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 ActivitiesSells Insurance

Andrew is an investment advisory representative at AdvisorNet Financial Inc. and a partner & CIO at Brumbaugh Wealth Management, LLC, dedicating about a quarter of his time to each. He also works as an insurance agent selling life, health, disability, annuities, and long-term care insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 8 mos
Advisornet Wealth Partners
July 2021 - Present · 4 yrs 7 mos
Cetera Wealth Services, LLCBroker
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
July 2021 - June 2023 · 1 yr 11 mos
Lincoln Financial Advisors Corporation
March 2013 - July 2021 · 8 yrs 4 mos
Lincoln Financial Advisors CorporationBroker
March 2013 - July 2021 · 8 yrs 4 mos
Metlife Securities INC.
March 2010 - April 2013 · 3 yrs 1 mo
Metlife Securities INC.Broker
June 2005 - April 2013 · 7 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
June 2005 - July 2007 · 2 yrs 1 mo
State Registrations26 states
AZCACOCTDCDEFLGAINMAMDMEMIMOMTNCNJNYOHPARISCTNTXVAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.