Andrew Walts (CRD# 7262379) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Warrensburg, NY and has over 3 years of experience in the finance industry.
CRD# 6563579
Edward Jones
CRD# 1137908
Archetype Advisors, LLC
CRD# 3153732
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Td Private Client Wealth LLC | Warrensburg, NY | Jun 2020 - Current | 3 |
| Td Bank N.a. | Warrensburg, NY | Mar 2020 - Current | 4 |
| Td Bank | Warrensburg, NY | Jun 2019 - Mar 2020 | < 1 |
| Dicks Sporting Goods | Queensbury, NY | Feb 2019 - Sep 2019 | < 1 |
| Td Bank | Warrensburg, NY | Nov 2017 - Jun 2019 | 1 |
| Regal Cinema | Queensbury, NY | Mar 2015 - Nov 2018 | 3 |
| Td Bank | 3852 Main St, NY | May 2015 - Nov 2017 | 2 |
| Buffalo Wild Wings | Logansport, IN | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2020 |
- CA
- CT
- FL
- NJ
- NY
- NC
- VT
- VA
-
Total Assets Under Management12,265MILLIONS
-
Total Number of Accounts16,422ACCOUNTS
-
Average Account Value$746,855
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.