Andrew
Gary
Preston Wealth Advisors, LLC
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About this Advisor
Andrew Gary is a certified financial planner operating out of Reston, Virginia with 1 year of industry experience. Gary is an employee of Preston Wealth Advisors, LLC. Their career trajectory has included roles at Virginia Tech, Bcg Companies, Northwestern Mutual Investment Services LLC, Wintergreen Resort, United Capital, Mason Securities, Inc and Preston Wealth Advisors, LLC. Gary has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Virginia. Preston Wealth Advisors, LLC is an advisory business that has its headquarters in Reston, VA. It manages $193 million in assets under management between its 972 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 972 client accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, market timing services and educational seminars. Financial advisory fees typically depend on which services the firm provides the client. However, fees billed by Preston Wealth Advisors, LLC most likely are comprised of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Preston Wealth Advisors, LLC Brokerage Details
$192,704,945
7
972
$198,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Market timing services
- Educational seminars/workshops
Andrew Gary Work History
Andrew has been registered as a financial advisor for 1 years.*
Preston Wealth Advisors, LLC
Mason Securities, Inc
United Capital
Northwestern Mutual Investment Services LLC
Bcg Companies
Wintergreen Resort
Virginia Tech
*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 Gary 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 Preston Wealth Advisors, LLC
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
