AS
CFP
AS
CFP

Andrew Sansone

11 Years of Experience
New York, NY
BrokerSells Insurance

Andrew Sansone is a CFP-designated registered investment advisor, based in New York, NY, with 11 years of industry experience.

Location

1430 Broadway, 9th Fl, New York, NY, 10018

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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 works as an agent/broker for Allied Wealth Partners, selling fixed insurance. This activity requires minimal time.

Employment History
Current Registrations
Cetera Wealth Services, LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Investment Advisers LLC
August 2023 - Present · 2 yrs 9 mos
Cetera Wealth Services, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Securian Financial Services, INC.
June 2014 - August 2023 · 9 yrs 2 mos
Securian Financial Services, INC.Broker
May 2014 - August 2023 · 9 yrs 3 mos
State Registrations12 states
CACTDEFLMAMDNJNYPASCTXVA
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.