AS
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Andrew Stitt

3 Years of Experience
Easton, PA
Broker

Andrew Stitt is a registered investment advisor at Private Advisor Group, LLC, based in Easton, PA, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

3559 Chipman Road, Easton, PA, 18045

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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 is the head lacrosse coach at Moravian Academy High School and operates MSM Wealth Management as a DBA for his LPL business. He also provides administrative support to Private Advisor Group, an independent investment advisor firm, dedicating nearly full-time hours to this activity.

Employment History
Current Registrations
Private Advisor Group, LLC
April 2025 - Present · 1 yr 1 mo
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 3 mos
State Registrations1 state
PA
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.