Jordan
Andre

Healthcare Community Securities Corp

CRD#6933391
Investment Advisor
in Rensselaer, NY

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About this Advisor

Jordan Andre is a financial advisor based in Rensselaer, New York, working with Healthcare Community Securities Corp. Jordan has previously held positions at The Ayco Company, L.P./Mercer Allied, Syracuse University College Of Law, Double Play Community Center, Hartwick College, The Young Law Firm, Pllc, Lewis Defenders, Pllc, Dollar General, Healthcare Community Securities Corp, and Bank Of America Private Bank. Jordan has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Jordan is part of Healthcare Community Securities Corp, which operates out of Rensselaer, New York. The firm has 1 office and 10 employees. The firm manages assets totaling $3.9 billion. The services offered by the firm include portfolio management for institutional clients and pension consulting services. The fee structure at Healthcare Community Securities Corp includes asset-based and fixed fees.

Certifications and Registrations

Series 66, Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Empire Drive
Rensselaer, NY 12144

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Healthcare Community Securities Corp Brokerage Details

Total Assets Under Management

$3,924,975,375

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

10

NY Average: 88
Total Number of Accounts

105

NY Average: 3,892
Average Account Size

$37,380,718

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Jordan Andre Work History

2021 - Present (4 years)

Healthcare Community Securities Corp

2019 - 2021 (2 years)

Bank Of America Private Bank

2017 - 2019 (2 years)

The Ayco Company, L.P./Mercer Allied

2017 - 2017 (< 1 year)

Syracuse University College Of Law

2017 - 2017 (< 1 year)

Double Play Community Center

2016 - 2016 (< 1 year)

The Young Law Firm, Pllc

2015 - 2015 (< 1 year)

Lewis Defenders, Pllc

2014 - 2014 (< 1 year)

Dollar General

2013 - 2017 (4 years)

Hartwick College

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Disclosures

Please visit the SEC profile of Jordan Andre 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 Trueplan Benefit And Retirement Advisors

Ryan Mcwalter
Rensselaer, NY
Andrew Goo
Rensselaer, NY
Jordan Andre
Rensselaer, NY
Kylee Hall
Brewster, NY
Vincent Bocchinfuso
Rensselaer, NY
Noah Buck
Rensselaer, NY
Jennifer Larose
Shelby Township, MI

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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