Andrew
Stephens
Thrive Capital Management, LLC
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About this Advisor
Andrew Stephens is a financial advisor who works out of Fort Washington, Pennsylvania who has 4 years of relevant experience. Stephens is an employee of Thrive Capital Management, LLC. During their career, Stephens has held roles at Heb Grocer, Encompass Lending Group, Axa Advisors, LLC, J.P. Morgan Chase Bank, J.P. Morgan Securities LLC, University Of Houston, Thrive Capital Management, LLC, Thrive Financial Services, LLC, Full-Time Student and Thrive Insurance Group. Stephens has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Thrive Capital Management, LLC is a registered investment firm headquartered in Fort Washington, PA. It has offices in three locations and a total of 25 financial advisors. It controls $245 million in total assets between its 1,346 accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,346 customer accounts, just 7% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Thrive Capital Management, LLC offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules largely depend on which services the firm provides the client. However, fee types charged by Thrive Capital Management, LLC likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrive Capital Management, LLC Brokerage Details
$244,686,500
25
1,346
$181,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Andrew Stephens Work History
Andrew has been registered as a financial advisor for 4 years.*
Thrive Capital Management, LLC
Thrive Financial Services, LLC
Thrive Insurance Group
Thrive Financial Services, LLC
J.P. Morgan Chase Bank
J.P. Morgan Securities LLC
Axa Advisors, LLC
Encompass Lending Group
University Of Houston
Heb Grocer
Full-Time Student
*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 Stephens 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 Thrive Capital Management, LLC
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
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