Unclaimed
Andrew Pollack is an investment advisor representative registered in New York. Andrew is affiliated with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is headquartered in Austin, TX and manages over $48 billion in assets. Andrew has been in the industry since July 2019 and holds a Series 65 license. Andrew has previously worked at Tortoise Investment Management, LLC, Northwestern University, Scarsdale High School, Peachwave, Offit Capital, and Kestra Advisory Services, LLC.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
06/05/2024 - Present
Kestra Advisory Services, LLC (New York NY)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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