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Andrew Whitten Brick

Brick & Kyle Associates Inc.

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About Andrew Whitten Brick

Andrew Whitten Brick is a financial advisor with over 25 years of experience in the industry. Andrew is currently registered with Brick & Kyle Associates Inc. in Pennsylvania and is also a Certified Financial Planner. Andrew has previously worked at Coastal Equities, Inc., Moors & Cabot, Inc., Moors & Cabot Financial Advisors, LLC, Melhado, Flynn & Associates, Inc., and PaineWebber Incorporated. Andrew has a strong track record of providing financial advice to individual clients, and his expertise spans a broad range of financial planning needs.

Firm Information

Andrew Brick is currently registered with Brick & Kyle Associates Inc.. Brick & Kyle Associates Inc. is a registered investment advisor headquartered in Newtown, PA. The firm manages $397,730,336 in assets for 342 clients. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals.
Brick & Kyle Associates Inc.

905 MT EYRE RD

NEWTOWN, PA 18940

$397.73M

Assets Under Management

Not reported

Total Clients

5

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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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 Brick’s Registration & Firm History

PA

01/06/2000 - Present

Brick & Kyle Associates Inc. (NEWTOWN PA)

PA

01/06/2014 - 05/20/2022

COASTAL EQUITIES, INC. (NEWTOWN PA)

PA

06/20/2008 - 12/16/2013

MOORS & CABOT, INC. (NEWTOWN PA)

PA

01/26/2006 - 06/20/2008

MOORS & CABOT FINANCIAL ADVISORS, LLC (NEWTOWN PA)

PA

01/03/2005 - 01/26/2006

MOORS & CABOT, INC. (NEWTOWN PA)

NY

03/14/1996 - 01/07/2005

MELHADO, FLYNN & ASSOCIATES, INC. (NEW YORK NY)

NJ

09/20/1995 - 02/26/1996

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 12/19/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/09/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/19/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Whitten Brick.
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