Andrew
Margolin
Cetera Advisors LLC
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About this Advisor
Andrew Margolin is a financial advisor who works out of Jericho, New York with a total of 3 years of industry experience. Margolin is currently employed by Cetera Advisors LLC. Throughout their career, Margolin has worked at Ameriprise Financial Services, Inc, Cetera Advisors, Mbl Financial Advisors, Mbl Benefits Consulting and World Insurance Associates, LLC. Margolin has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in New York and Texas. Cetera Advisors LLC is a business operating out of Englewood, CO. The company has offices in 692 locations and a total of 1,047 financial advisors. It handles $21 billion in assets under management between its 90,646 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 294 charities and foundations. Of its 90,646 customer accounts, 26% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a wide range of services, including 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. A financial advisor's fee schedules usually depend on which services the firm provides the client. Fee types charged by Cetera Advisors LLC likely are comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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 Margolin Work History
Andrew has been registered as a financial advisor for 3 years.*
World Insurance Associates, LLC
Cetera Advisors
Mbl Financial Advisors
Mbl Benefits Consulting
Ameriprise Financial 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 Margolin 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 Cetera Advisors LLC
Westborough, MA
Belmar, NJ
Boca Raton, FL
Missoula, MT
San Diego, CA
Orlando, FL
Lake Oswego, OR
Franklin, WI
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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