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Andrew Joseph McKelvey

Fisher Investments

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About Andrew Joseph McKelvey

Andrew McKelvey is an investment advisor representative with Fisher Investments. Andrew is registered with the state of Florida and Texas. Andrew has a Series 7TO, Series 63, Series 65, and SIE license. Andrew has been in the industry for more than a year and is active in the investment advisor industry. Andrew specializes in financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

Firm Information

Andrew McKelvey is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrew McKelvey’s Registration & Firm History

FL

09/09/2024 - Present

Fisher Investments (Tampa FL)

OH

03/18/2024 - 08/27/2024

KESTRA INVESTMENT SERVICES, LLC (Columbus OH)

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Licenses & Designations

BC

Issued 12/16/2023

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/08/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/18/2024

Series 7TO - General Securities Representative Examination

BC

Issued 08/05/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Joseph McKelvey.
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