AS
PFS
AS
PFS

Andrew Schweitzer

1 Year of Experience
Cold Spring, KY
Sells Insurance

Andrew Schweitzer is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Cold Spring, KY, with 1 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

4135 Alexandria Pike, Ste. 205, Cold Spring, KY, 41076

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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 ActivitiesSells Insurance

Andrew is the president of several companies, including a non-operating parent company, a real estate holding company with no assets, an independent property & casualty insurance agency, and a CPA tax service. He dedicates nearly full-time hours to the tax service and about 10-20% of his time to the insurance agency.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
January 2025 - September 2025 · 8 mos
State Registrations1 state
KY
Advisor

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 Schweitzer - Financial Advisor | TrueAdvisor