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Andrew Armati

5 Years of Experience
Manassas, VA
Broker

Andrew Armati is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Manassas, VA, with 5 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

9300 Grant Avenue, Ste 300, Manassas, VA, 20110

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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 an associate/employee and financial advisor at McDermott-Armati Wealth Strategies, LLC since 2021. This takes about half of Andrew's time, including about a quarter of his time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
August 2020 - Present · 5 yrs 9 mos
State Registrations29 states
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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.
Andrew Armati - Financial Advisor | TrueAdvisor