Mark
Maurer
Andrew Garrett Inc
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About this Advisor
Mark Maurer is a financial advisor operating out of Anderson, South Carolina with a total of 16 years of relevant experience. Maurer works at Andrew Garrett Inc. They have spent their entire career at Andrew Garrett Inc. Maurer maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Alabama, Florida, Illinois, Minnesota, South Carolina and Virginia. Andrew Garrett Inc is a company based out of New York, NY. The investment advisory business has offices in nine locations and a total of 15 people on staff. It has $324 million in assets under management across its 1,005 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,005 client accounts, 33% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Andrew Garrett Inc has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules typically are based on which services are offered. However, fees billed by Andrew Garrett Inc most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Andrew Garrett Inc Brokerage Details
$323,989,042
15
1,005
$322,377
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Mark Maurer Work History
Mark has been registered as a financial advisor for 16 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 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
New York, NY
Palo Alto, CA
Newtown, PA
New York, NY
Newtown, PA
Newtown, PA
Newtown, PA
Newtown, PA
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