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Andrew Medlicott

4 Years of Experience
Fishkill, NY
Broker

Andrew Medlicott is a registered investment advisor at Cetera Investment Advisers LLC, based in Fishkill, NY, with 4 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

60 Merritt Blvd, Suite 201, Fishkill, NY, 12524

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew works as a waiter/manager at Horse and Sulky Pub and Grill, and as a standby ambulance driver. He also serves on the Town Assessment Board and as a representative committee member for the Town of Mamakating.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2022 - Present · 4 yrs 3 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 4 mos
State Registrations6 states
CTFLNJNYPAWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.