AS
AS

Andrew Arthur Stavaridis

19 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
129,586 clients
Average Client Portfolio
$226K average
Assets Under Management
$29.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

150 North Riverside Plaza , Suite 2050, Chicago, IL, 60606

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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 Activities

Andrew serves on the Board of Directors for Invest in Others, a philanthropic fundraising services organization, since February 2019. This activity requires minimal time.

Employment History
Current Registrations
Envestnet Portfolio Solutions, INC.
September 2006 - Present · 19 yrs 5 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.