Andrew Shifter
Andrew Shifter is a registered investment advisor at Cetera Investment Advisers LLC, based in Bethesda, MD, with 17 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
6720-B Rockledge Dr, Suite 440-A, Bethesda, MD, 20817
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the Chief Operations Officer of Harvest Wealth, a financial services firm, dedicating full-time hours to servicing and maintaining client relationships. He also serves as President of the Saint John the Baptist Athletic Ministry, spending minimal time on scheduling meetings and ensuring the pastor's vision is met.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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