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Andrew F Purdy

Charles Schwab & CO., Inc.

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About Andrew F Purdy

Andrew F. Purdy is an investment advisor representative with Charles Schwab & CO., Inc., where Andrew F. Purdy has been registered since November 2024. Andrew F. Purdy has been in the industry since April 2009. Andrew F. Purdy holds a Series 65 license and has passed the SIE exam. Andrew F. Purdy is registered in Florida and Virginia.

Firm Information

Andrew Purdy is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Andrew Purdy’s Registration & Firm History

FL

01/08/2025 - Present

Charles Schwab & CO., Inc. (Lutz FL)

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Licenses & Designations

IA

Issued 05/22/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/24/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew F Purdy.
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