Andrea Rose Carr

Ae Wealth Management, LLC

1 Year of Experience

2 DisclosuresSells Insurance

View SEC Summary

Areas of Practice

Investment Management

Ae Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

422 advisors

Number of Clients

111,059 clients

Average Client Portfolio

$338K average

Assets Under Management

$37.5B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

545 S Pine St, Sebring, FL, 33872

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History

Regulatory History (2)

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Regulatory

August 2023

Final

Criminal

February 2000

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Andrea is a Wealth Management Advisor at J Biance Financial, selling annuities and life insurance, dedicating nearly full-time hours to this role. She also volunteers as a dining room manager and bartender at Sebring Elks Lodge 1529, spending about a quarter of her time on these activities.

Employment History

Current Registrations

Ae Wealth Management, LLC

August 2024 - Present · 1 yr 6 mos

State Registrations2 states

FLTX

Advisor

Exams

No exam information available for this advisor.