Andrew Leege is a CFP-designated registered investment advisor, based in New York, NY, with 7 years of industry experience.
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Cp Client Solutions LLCBroker
January 2026 - Present · 4 mos
Cerity Partners LLC
January 2026 - Present · 4 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
January 2021 - February 2026 · 5 yrs 1 mo
Goldman Sachs Wealth Services, L.P.
May 2020 - February 2026 · 5 yrs 9 mos
Mercer Allied Company, L.P.Broker
March 2019 - January 2021 · 1 yr 10 mos
State Registrations2 states
NYTX
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.