Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lansing Schuler is a financial advisor with over 5 years of experience in the industry. He is registered as a broker-dealer and an investment advisor representative in several states, including New York and Florida. Andrew holds several industry certifications, including the Series 63, Series 65, and Series 7 exams, along with the SIE. He has also earned the Certified Financial Planner (CFP) designation. He is currently associated with Sage, Rutty & Co., Inc., a firm with over 20 years of experience providing financial advice to individuals and businesses. Andrew has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, businesses, and charitable organizations. Andrew specializes in providing financial planning, portfolio management, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/15/2025 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
NY
12/28/2018 - 10/04/2021
MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)
IA
Issued 12/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/27/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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