Andrew
Lessman

Sharper & Granite LLC

CRD#7695248
Investment Advisor
in Strongsville, OH

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About this Advisor

Andrew Lessman is a financial advisor based in Strongsville, Ohio, working with Sharper & Granite LLC. Andrew has previously held positions at Sharper & Granite LLC and National Interstate Insurance. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Andrew is part of Sharper & Granite LLC, which operates out of Strongsville, Ohio. The firm has 5 employees and manages assets totaling $299.9 million. The firm 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 pension consulting services. The fee structure at Sharper & Granite LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Strongsville, OH

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Sharper & Granite LLC Brokerage Details

Total Assets Under Management

$299,855,578

OH Average: $7,578,581,321
Total Number of Employees

5

OH Average: 43
Total Number of Accounts

425

OH Average: 3,727
Average Account Size

$705,543

OH Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Andrew Lessman Work History

2022 - Present (3 years)

Sharper & Granite LLC

2014 - 2022 (8 years)

National Interstate Insurance

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Andrew Lessman 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 Sharper & Granite LLC

Andrew Lessman
Strongsville, OH
Tina Herrera
El Segundo, CA
Ryan Peabody
El Segundo, CA
Christopher Casanega
El Segundo, CA

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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