Andrew
Dennis
Comprehensive Wealth Solutions, LLC
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About this Advisor
Andrew Dennis is a financial advisor who works in West Orange, New Jersey who has 10 years of relevant experience. Dennis is an employee of Comprehensive Wealth Solutions, LLC. Over the course of their career, they have held roles at Vanderbilt University, Comprehensive Wealth Solutions, LLC and University Of Miami. Dennis holds a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Florida and New Jersey. Comprehensive Wealth Solutions, LLC is a financial advisory company operating out of Boca Raton, FL. It has offices in two locations and just four advisors. It has $269 million in assets under management between its 244 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 244 client accounts, 56% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Comprehensive Wealth Solutions, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually are based on the services offered. However, fee types charged by Comprehensive Wealth Solutions, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Comprehensive Wealth Solutions, LLC Brokerage Details
$269,087,816
4
244
$1,102,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Andrew Dennis Work History
Andrew has been registered as a financial advisor for 10 years.*
Comprehensive Wealth Solutions, LLC
Vanderbilt University
University Of Miami
*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 Dennis 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 Comprehensive Wealth Solutions, LLC
West Orange, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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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