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Nena Christine Carey

Andrew Garrett Inc.

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About Nena Christine Carey

Nena Carey is a financial advisor with Andrew Garrett Inc., where Nena has been employed since August 26, 2008. Nena holds a Series 6 license, which permits Nena to sell investment company products and variable contracts, and a Series 63 license, allowing Nena to sell securities in the state of California. Nena is also a holder of the Securities Industry Essentials Exam (SIE). Nena has been in the financial services industry since January 18, 1998. Prior to joining Andrew Garrett Inc., Nena was employed by THE CONCORD EQUITY GROUP, LLC, EMISSARY FINANCIAL GROUP, INC., and MONEY CONCEPTS CAPITAL CORP. Nena has experience working with high-net-worth individuals and other individuals. Nena provides financial planning services, portfolio management services for individuals, and selection of other advisors services. Nena's firm provides investment advice to a wide range of clients, including individuals, high-net-worth individuals, and pooled investment vehicles. The firm also provides financial planning and portfolio management services. Andrew Garrett Inc. is based in New York, NY.

Firm Information

Nena Carey is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

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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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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Nena Carey’s Registration & Firm History

CA

08/26/2008 - Present

Andrew Garrett Inc. (Orangeville CA)

NJ

06/04/1998 - 08/18/2008

THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)

OH

03/25/1998 - 08/12/1998

EMISSARY FINANCIAL GROUP, INC. (MENTOR OH)

FL

01/05/1998 - 03/17/1998

MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)

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Licenses & Designations

BC

Issued 01/13/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/03/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nena Christine Carey.
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