AP
CFP
AP
CFP

Andrew Powers

20 Years of Experience
Highland Hts., OH
BrokerSells Insurance

Andrew Powers is a CFP-designated registered investment advisor, based in Highland Hts., OH, with 20 years of industry experience.

Location

Highland Hts., OH

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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 insurance agent selling life, health, and variable annuity products through Cadaret Grant Agency, dedicating a few hours per week. He is also the co-owner and IAR of Powers Investment Advisory Corp, spending all of his time on this activity, and a registered representative with Cadaret, Grant & Co., spending a few hours per week. Andrew is also a sole proprietor selling fixed insurance, spending minimal time on this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
February 2026 - Present · 3 mos
Powers Investment Advisory Corporation
August 2007 - Present · 18 yrs 9 mos
Previous Registrations
LPL Financial LLCBroker
July 2025 - February 2026 · 7 mos
Cadaret, Grant & CO., INC.Broker
September 2005 - July 2025 · 19 yrs 10 mos
State Registrations22 states
CACODCFLGAILINKYMAMDMINHNYOHPARISCTXVAWAWVWY
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.