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Andrew Lee Sikorovsky

Daymark Wealth Partners, LLC

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About Andrew Lee Sikorovsky

Andrew Sikorovsky is an investment advisor representative with Daymark Wealth Partners, LLC. Andrew is a Series 7, Series 63, and Series 65 licensed professional with over 20 years of experience in the financial services industry. Andrew has been with Daymark Wealth Partners since May 2023, previously working with Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Andrew is a member of the Investment Committee for the Cleveland Society for the Blind and is Treasurer for the Lake View Cemetery Foundation. Andrew specializes in providing financial planning and portfolio management services to individuals, businesses, trusts, and charitable organizations.

Firm Information

Andrew Sikorovsky is currently registered with Daymark Wealth Partners, LLC. Daymark Wealth Partners, LLC is an investment advisor headquartered in Cincinnati, Ohio. The firm has 19 investment advisor representatives and manages $3.94 billion in assets for 6,073 accounts. Daymark Wealth Partners provides financial planning and portfolio management services to individuals, high-net-worth individuals, trusts, corporations, charitable organizations, and pension and profit-sharing plans.
Daymark Wealth Partners, LLC

9675 MONTGOMERY ROAD

CINCINNATI, OH 45242

$3.94B

Assets Under Management

Not reported

Total Clients

18

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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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 Sikorovsky’s Registration & Firm History

OH

05/05/2023 - Present

Daymark Wealth Partners, LLC (CINCINNATI OH)

OH

04/23/2003 - 05/15/2023

WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)

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Licenses & Designations

BC

Issued 05/09/2003

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/05/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Lee Sikorovsky.
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