Andrew Sirvis
Andrew Sirvis is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Miller Place, NY, with 20 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
159 Route 25A, Building 2, Suite A, Miller Place, NY, 11764
Get directionsHistory
Regulatory History (1)
Regulatory
October 2007Other Business ActivitiesSells Insurance
Andrew sells life insurance and annuities with various companies since 2019. He also owns North Fork Asset Management Inc., A. Asset Wealth Management, Inc., Hamlet Investment Services, and is a trustee for a family trust, dedicating about a quarter of his time to Hamlet Investment Services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
National Asset Management, INC.
National Securities CorporationBroker
Brookstreet Securities CorporationBroker
Great Eastern Securities, INC.Broker
Gunnallen Financial, INCBroker
State Registrations27 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.