Mark
Maurer

Andrew Garrett Inc

CRD#1496683
Investment Advisor
in Anderson, SC

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About this Advisor

Mark Maurer is a financial advisor based in Anderson, South Carolina, working with Andrew Garrett Inc. Mark has previously held a position at Andrew Garrett Inc. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, Florida, Illinois, Minnesota, South Carolina, and Virginia. Currently, Mark is part of Andrew Garrett Inc, which operates out of Anderson, South Carolina. The firm has 9 offices and 15 employees. The firm manages assets totaling $470.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Andrew Garrett Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

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

Anderson, SC

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Andrew Garrett Inc Brokerage Details

Total Assets Under Management

$470,136,139

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

15

SC Average: 88
Total Number of Accounts

1,161

SC Average: 3,892
Average Account Size

$404,941

SC Average: $1,917,921

Investment Advisory Services

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

Mark Maurer Work History

2002 - Present (22 years)

Andrew Garrett Inc

Disclosures

Please visit the SEC profile of Mark Maurer 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
James Fraschilla
New York, NY
Jung Chang
Palo Alto, CA
Kurt Folcher
Newtown, PA
Timothy Vickrey
Newtown, PA
Patrick Hehir
Newtown, PA
Richard Biele
Newtown, PA
Brian Kuhns
Newtown, PA

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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