TrueAdvisor
TrueAdvisor
AH
AH

Andrew W Hirschler

Assetmark, INC.
29 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Retirement Planning
Assetmark, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
410,747 clients
Average Client Portfolio
$188K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only

Location

New City, NY

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Andrew works full-time as a business consultant for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in October 2024.

Employment History
Current Registrations
Assetmark Brokerage, LLC
November 2024 - Present · 1 yr 3 mos
Assetmark Brokerage, LLCBroker
November 2024 - Present · 1 yr 3 mos
Assetmark, INC.
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Pershing Advisor Solutions LLCBroker
June 2022 - June 2024 · 2 yrs
Pershing LLCBroker
July 2015 - June 2024 · 8 yrs 11 mos
UBS Financial Services INC.
May 2007 - July 2015 · 8 yrs 2 mos
UBS Financial Services INC.Broker
May 2007 - July 2015 · 8 yrs 2 mos
Charles Schwab & CO., INC.
December 2004 - May 2007 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2004 - May 2007 · 2 yrs 11 mos
UBS Financial Services INC.
April 2002 - June 2004 · 2 yrs 2 mos
UBS Financial Services INC.Broker
November 1999 - June 2004 · 4 yrs 7 mos
Quick & Reilly, INC.Broker
September 1997 - July 1998 · 10 mos
Mony Securities CORP.Broker
January 1995 - November 1997 · 2 yrs 10 mos
Northwestern Mutual Investment Services, INC.Broker
April 1993 - November 1993 · 7 mos
Robert W. Baird & CO. IncorporatedBroker
April 1993 - November 1993 · 7 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.