Andrew
Derrenbacker

J.W.Burns & Company, Inc

CRD#7405007
Investment Advisor
in Syracuse, NY

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About this Advisor

Andrew Derrenbacker is a financial advisor based in Syracuse, New York, working with J.W. Burns & Company, Inc. Andrew has previously held positions at J.W. Burns & Company, Inc, The Nottingham Senior Living Facility, and Colgate University. Andrew is registered to provide services in New York and Texas. Currently, Andrew is part of J.W. Burns & Company, Inc, which operates out of Syracuse, New York. The firm has 2 offices and 8 employees. The firm manages assets totaling $801.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at J.W. Burns & Company, Inc includes asset-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

5789 Widewaters Parkway
Syracuse, NY 13214

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J.W.Burns & Company, Inc Brokerage Details

Total Assets Under Management

$801,883,454

NY Average: $7,464,549,021
Total Number of Employees

8

NY Average: 88
Total Number of Accounts

1,270

NY Average: 3,892
Average Account Size

$631,404

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Andrew Derrenbacker Work History

2018 - Present (7 years)

J.W. Burns & Company, Inc

2014 - 2018 (4 years)

J.W. Burns & Company, Inc

2014 - 2018 (4 years)

Colgate University

2013 - 2014 (1 year)

The Nottingham Senior Living Facility

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Disclosures

Please visit the SEC profile of Andrew Derrenbacker 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 J.W.Burns & Company, Inc

Andrew Derrenbacker
Syracuse, NY
Thaddeus Malley
Syracuse, NY
Edward Grassi
Syracuse, NY
Peter Bunitsky
Syracuse, NY
James Burns
Syracuse, NY

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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