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Andrew John Reinhardt

Marcum Wealth, LLC

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About Andrew John Reinhardt

Andrew Reinhardt is an investment advisor representative with Marcum Wealth, LLC. Andrew has been in the industry since 2018 and has a Series 63, 65, and 7 license. Andrew has a strong track record of success in providing investment advice to individuals and families. Andrew is also registered in Ohio and Tennessee. Andrew specializes in financial planning, portfolio management, and pension consulting.

Firm Information

Andrew Reinhardt is currently registered with Marcum Wealth, LLC. Marcum Wealth, LLC is an investment advisor registered with the SEC based in Cleveland, OH. The firm manages over $2.5 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. Marcum Wealth offers financial planning, portfolio management, pension consulting, and other advisory services.
Marcum Wealth, LLC

6685 BETA DRIVE

CLEVELAND, OH 44143

$2.58B

Assets Under Management

146

Total Clients

34

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

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 Reinhardt’s Registration & Firm History

OH

02/13/2024 - Present

Marcum Wealth, LLC (CLEVELAND OH)

TN

07/14/2021 - 10/09/2023

RAYMOND JAMES & ASSOCIATES, INC. (CHATTANOOGA TN)

IL

02/07/2020 - 06/02/2021

J.P. MORGAN SECURITIES LLC (CHICAGO IL)

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Licenses & Designations

IA

Issued 02/13/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/21/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/04/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/07/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/24/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew John Reinhardt.
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