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Andrew Michael Stephens

Thrive Capital Management, LLC

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About Andrew Michael Stephens

Andrew Michael Stephens is an investment advisor representative at Thrive Capital Management, LLC. He specializes in Financial Planning, Educational Seminars, Selection of Other Advisors, and Portfolio Management for Individuals. Andrew holds Series 7, Series 63 and Series 65 licenses. Andrew has been in the financial services industry for over six years and has previously worked at J.P. Morgan Securities LLC and AXA Advisors, LLC.

Firm Information

Andrew Stephens is currently registered with Thrive Capital Management, LLC. Thrive Capital Management, LLC is an investment advisor headquartered in FORT WASHINGTON, PA. The firm has 16 licensed agents and manages over $392,766,587 in regulatory assets. They provide financial planning, portfolio management for individuals, and educational seminars. They work with high-net-worth individuals and other individuals.
Thrive Capital Management, LLC

500 W OFFICE CENTER DRIVE

FORT WASHINGTON, PA 19034

$392.77M

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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percentage of assets

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

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Andrew Stephens’s Registration & Firm History

PA

02/14/2019 - Present

Thrive Capital Management, LLC (FORT WASHINGTON PA)

TX

05/16/2017 - 08/14/2018

J.P. MORGAN SECURITIES LLC (HOUSTON TX)

TX

04/21/2016 - 05/01/2017

AXA ADVISORS, LLC (HOUSTON TX)

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Licenses & Designations

IA

Issued 02/05/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/22/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/14/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Michael Stephens.
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