Andrew
Lomanto

Securities America Advisors, Inc

CRD#4453764
Investment Advisor
in Plattsburgh, NY

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About this Advisor

Andrew Lomanto is a financial advisor who works out of Plattsburgh, New York who has 7 years of industry experience. Lomanto is an employee of Securities America Advisors, Inc. Throughout their career, they have worked at Invest Financial Corporation, Community Investment Services Inc, Securities America Inc and Securities America Advisors. Lomanto has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado and New York. Securities America Advisors, Inc is a registered investment business that has its headquarters in La Vista, NE. It has offices in 1,469 locations and a total of 3,748 employees. It controls $38 billion in assets between its 200,228 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 200,228 customer accounts, just 5% are associated with high-net-worth individuals who have greater than $1 million in assets. Securities America Advisors, Inc has a broad set 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 and educational seminars. Financial management fees depend on which services are offered. However, fees billed by Securities America Advisors, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

7 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

121 Bridge St Ste 101
Plattsburgh, NY 12901

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$38,163,842,160

NY Average: $1,978,216,465
Total Number of Employees

3,748

NY Average: 226
Total Number of Accounts

200,228

NY Average: 7,467
Average Account Size

$190,602

NY Average: $264,928

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
  • Educational seminars/workshops

Andrew Lomanto Work History

Andrew has been registered as a financial advisor for 7 years.*

2016 - Present (8 years)

Securities America Inc

2016 - Present (8 years)

Securities America Advisors

2012 - 2016 (4 years)

Invest Financial Corporation

2012 - 2016 (4 years)

Community Investment Services Inc

*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 Lomanto 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 Securities America Advisors, Inc

Brandon Warman
Kimberly, WI
Matthew Stange
Urbandale, IA
Christopher Conti
Johnston, RI
Derek Bohne
Midvale, UT
John Weekly
Omaha, NE
Seth Wilson
Fresno, CA
Donald Seaman
La Vista, NE
Erinn Ford
La Vista, NE

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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