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Andrew Raymond Scheirer

Quility Financial Advisors

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About Andrew Raymond Scheirer

Andrew Raymond Scheirer is a financial advisor with Quility Financial Advisors, specializing in providing financial planning and portfolio management services for individuals and businesses. Andrew has over 20 years of experience in the financial services industry and holds Series 7, 63, 65, 31 and SIE licenses. Andrew holds FINRA registration with Quility Financial Advisors. Before joining Quility Financial Advisors, Andrew worked for Kovack Securities, Inc., First Allied Securities, Inc., H&R Block Financial Advisors, Inc., Wachovia Securities, LLC, Quick & Reilly, Inc. and Chase Investment Services Corp.

Firm Information

Andrew Scheirer is currently registered with Quility Financial Advisors. Quility Financial Advisors is a registered investment advisor located in ROCKLEDGE, FL. The firm has 6 licensed agents and 1 registered representative. The firm manages approximately $44.5 million in assets, primarily for individuals and high-net-worth individuals. Quility Financial Advisors provides financial planning and portfolio management services.
Quility Financial Advisors

1950 ROCKLEDGE BLVD

ROCKLEDGE, FL 32955

$44.50M

Assets Under Management

Not reported

Total Clients

7

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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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 Scheirer’s Registration & Firm History

FL

04/14/2020 - Present

Quility Financial Advisors (ROCKLEDGE FL)

FL

12/15/2014 - 03/09/2020

KOVACK SECURITIES INC. (Lake Mary FL)

FL

10/05/2007 - 12/23/2014

FIRST ALLIED SECURITIES, INC. (LAKE MARY FL)

FL

12/20/2005 - 10/17/2007

H&R BLOCK FINANCIAL ADVISORS, INC. (ORLANDO FL)

FL

02/19/2002 - 12/16/2005

WACHOVIA SECURITIES, LLC (OVIEDO FL)

NY

09/17/2001 - 02/15/2002

QUICK & REILLY, INC. (NEW YORK NY)

IL

10/09/2000 - 06/28/2001

CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)

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Licenses & Designations

IA

Issued 04/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/20/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 10/07/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Andrew Raymond Scheirer. Review regulatory record here.
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