AS
CFP · ChFC
AS
CFP · ChFC

Andrew Joseph Sheard

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

215 8th Street, Honesdale, PA, 18431

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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 a financial advisor at Sage Investments, LLC, which is a DBA for branding purposes only. This activity is not investment-related and requires minimal time.

Employment History
Current Registrations
Centaurus Financial, INC.
June 2020 - Present · 5 yrs 8 mos
Centaurus Financial, INC.Broker
June 2020 - Present · 5 yrs 8 mos
Previous Registrations
Hantz Financial Services, INC.
July 2019 - May 2020 · 10 mos
Hantz Financial Services, INC.Broker
April 2019 - May 2020 · 1 yr 1 mo
State Registrations17 states
ALCOCTFLIAMIMTNJNYOHORPASCVAWAWIWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.