Andrew
Green

The Fairman Group, LLC

CRD#5670948
Investment Advisor
in Wayne, PA

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About this Advisor

Andrew Green is a financial advisor who works out of Wayne, Pennsylvania with a total of 14 years of relevant experience. Green is an employee of The Fairman Group, LLC. They have been an employee of The Fairman Group, Llc for the entirety of their career. Green has a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Pennsylvania. The Fairman Group, LLC is a financial advisory business operating out of Wayne, PA. It has $673 million in assets under management among its 991 accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 991 accounts, 85% belong to high-net-worth individuals who have greater than $1 million in investable assets. The Fairman Group, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees depend on the financial services offered. Fee types charged by The Fairman Group, LLC most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1200 Liberty Ridge Dr Ste 320
Wayne, PA 19087-5570

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The Fairman Group, LLC Brokerage Details

Total Assets Under Management

$672,966,759

PA Average: $15,833,994,310
Total Number of Employees

18

PA Average: 41
Total Number of Accounts

991

PA Average: 3,342
Average Account Size

$679,078

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Andrew Green Work History

Andrew has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

The Fairman Group, LLC

*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 Green 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 The Fairman Group, LLC

Shawn Kindt
Berwyn, PA
Patrick Gorgonzola
Wayne, PA
Nathan Fullmer
Wayne, PA
Ryan Gelrod
Wayne, PA
Samuel Mullen
Wayne, PA
Nathan Goldman
Wayne, PA
Kyle French
Wayne, PA
Samantha Lavrich
Wayne, PA

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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