Andrew Mickley (CRD# 6768020) is an Investment Advisor Representative working at Lakeside Planning in Macungie, PA and has over 3 years of experience in the finance industry.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1287344
Cadaret Grant & Co Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Soostone | New York, NY | Feb 2019 - Current | 5 |
| Lakeside Planning LLC | Allentown, PA | Dec 2017 - Current | 6 |
| Mickley Consulting | New York, NY | Jan 2018 - Jan 2019 | 1 |
| Deloitte Consulting | Cincinnati, OH | Aug 2014 - Dec 2017 | 3 |
| Miami University | Miami, FL | Aug 2010 - Jul 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- PA
- TX
-
Total Assets Under Management8MILLIONS
-
Total Number of Accounts51ACCOUNTS
-
Average Account Value$158,906
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
PA, TX
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