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Andrew Carl Zuch

Mdrn Capital

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About Andrew Carl Zuch

Andrew Zuch is a financial advisor registered with the state of Pennsylvania as an Investment Advisor Representative. Andrew is affiliated with Mdrn Capital and is a Senior Financial Advisor. Andrew has been in the industry since November 2014 and has experience with both individual and corporate clients. He is licensed in Pennsylvania and has earned the Series 65 license. Andrew's main areas of expertise include retirement income planning and wealth preservation, and he offers a range of services including financial planning, pension consulting, and selection of other advisors. Andrew is dedicated to helping clients secure their financial futures.

Firm Information

Andrew Zuch is currently registered with Mdrn Capital. MDRN Capital is a financial advisory firm located in Annapolis, Maryland. They provide financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm manages approximately $101.6 million in assets for 596 clients.
Mdrn Capital

1997 ANNAPOLIS EXCHANGE PARKWAY

ANNAPOLIS, MD 21401

$101.64M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Zuch’s Registration & Firm History

PA

01/16/2024 - Present

Mdrn Capital (West Chester PA)

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Licenses & Designations

IA

Issued 06/12/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Carl Zuch.
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