Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Cardella is an investment advisor representative with Herbert J. Sims Capital Management, Inc.. He is a registered investment advisor in Connecticut and New Jersey. He has been in the industry for over 7 years, previously working at David Lerner Associates, Inc.. He has passed the Series 63, Series 7, Series 65, and SIE exams. Herbert J. Sims Capital Management, Inc. provides investment advice to individuals, corporations, charitable organizations, and high-net-worth individuals. Andrew Cardella specializes in providing financial planning and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
1
2
NJ
10/19/2020 - Present
Herbert J. Sims Capital Management, Inc. (REd Bank NJ)
NJ
05/30/2012 - 11/01/2019
DAVID LERNER ASSOCIATES, INC. (LAWRENCEVILLE NJ)
IA
Issued 10/19/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Andrew Cardella is the right advisor for you? Invested Better is here to help.
