Andrew
Salak

Fiducient Advisors LLC

CRD#5232579
Investment Advisor
in Windsor, CT

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About this Advisor

Andrew Salak is a financial advisor based in Windsor, Connecticut, who has 2 years of relevant experience. Salak is on the advisory team at Fiducient Advisors LLC. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Fiduciary Investment Advisors, LLC and Dimeo Schneider & Associates LLC. Salak has Series 63 and Series 66 licenses, designating them as a securities broker, and can advise clients in Connecticut. Fiducient Advisors LLC is an advisory company operating out of Chicago, IL. It has offices in 16 locations and a total of 215 people on staff. It has $40 billion in assets under management across its 1,061 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 309 charitable organizations. Of its 1,061 customer accounts, 39% are held by high-net-worth investors who have at least $1 million in assets. Fiducient Advisors LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fee schedules typically depend on the type of services offered. However, fees billed by Fiducient Advisors LLC can include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

100 Northfield Drive
Windsor, CT 06095

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Fiducient Advisors LLC Brokerage Details

Total Assets Under Management

$40,020,772,510

CT Average: $6,674,516,078
Total Number of Employees

215

CT Average: 44
Total Number of Accounts

1,061

CT Average: 2,564
Average Account Size

$37,719,861

CT Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Andrew Salak Work History

Andrew has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Dimeo Schneider & Associates LLC

2014 - 2020 (6 years)

Fiduciary Investment Advisors, LLC

2009 - 2014 (5 years)

Morgan Stanley Smith Barney

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

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

Financial Advisors at Fiducient Advisors LLC

Peter Nadeau
Roseland, NJ
Eric Ramos
Chicago, IL
Michael Sustarsic
Chicago, IL
Theodore Dawson
Wellesley Hills, MA
Venkata Canakapalli
Chicago, IL
Timothy Black
Waukesha, WI
Christine Jordan
Chicago, IL
Michael Emerson
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. 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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