Andrew
Champagne

Pruco Securities, LLC

CRD#7801889
Investment Advisor
in Shelton, CT

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About this Advisor

Andrew Champagne is a financial advisor based in Shelton, Connecticut, working with Pruco Securities, LLC. Andrew has previously held positions at Pruco Securities LLC, Kelley Bros Hardware Corp, Grub Hub, Housatonic Community College (State Of Connecticut), Tutor Me Sos, Adams Super Foods, Fairview Tree Farm, and The Prudential Insurance Company Of America. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Andrew is part of Pruco Securities, LLC, which operates out of Shelton, Connecticut. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Two Corporate Drive Suite 440
Shelton, CT 06484

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

CT Average: $10,121,009,343
Total Number of Employees

2,700

CT Average: 92
Total Number of Accounts

113,575

CT Average: 6,978
Average Account Size

$144,211

CT Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Champagne Work History

2024 - Present (0 year)

The Prudential Insurance Company Of America

2023 - Present (1 year)

Pruco Securities LLC

2021 - Present (3 years)

Kelley Bros Hardware Corp

2021 - 2021 (< 1 year)

Grub Hub

2020 - 2021 (1 year)

Housatonic Community College (State Of Connecticut)

2018 - 2021 (3 years)

Tutor Me Sos

2017 - 2019 (2 years)

Housatonic Community College (State Of Connecticut)

2014 - 2017 (3 years)

Adams Super Foods

2014 - 2014 (< 1 year)

Fairview Tree Farm

Disclosures

Please visit the SEC profile of Andrew Champagne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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Jason Jackson
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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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