Timothy
Vickrey

Andrew Garrett Inc

CRD#2560818
Investment Advisor
in Newtown, PA

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About this Advisor

Timothy Vickrey is a financial advisor working in Newtown, Pennsylvania who has 10 years of industry experience. Vickrey works at Andrew Garrett Inc. They have been employed by Andrew Garrett Inc for their whole career. Vickrey holds Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona, California, Connecticut, Florida, Hawaii, Illinois, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Virginia and West Virginia. Andrew Garrett Inc is a firm that has its headquarters in New York, NY. The company has offices in nine locations and a total of 15 advisors. It administers $324 million in assets under management across its 1,005 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,005 customer accounts, 33% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Andrew Garrett Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on which services the firm provides the client. However, fee types billed by Andrew Garrett Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Newtown, PA

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Andrew Garrett Inc Brokerage Details

Total Assets Under Management

$323,989,042

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

15

PA Average: 88
Total Number of Accounts

1,005

PA Average: 3,892
Average Account Size

$322,377

PA Average: $1,917,921

Investment Advisory Services

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

Timothy Vickrey Work History

Timothy has been registered as a financial advisor for 10 years.*

2007 - Present (17 years)

Andrew Garrett, 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 Timothy Vickrey 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 Andrew Garrett, Inc

Nadir Sezgin
New York, NY
Jung Chang
Palo Alto, CA
Guy Clemente
New York, NY
Patrick Hehir
Newtown, PA
Richard Biele
Newtown, PA
Timothy Vickrey
Newtown, PA
Brian Kuhns
Newtown, PA
Kurt Folcher
Newtown, 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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