AW
AW

Andrew Wick

17 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
215 advisors
Number of Clients
5,921 clients
Average Client Portfolio
$326.7M average
Assets Under Management
$1934.2B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only
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Location

Financial Center Two, 2220 Briargate Parkway, Colorado Springs, CO, 80920

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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.

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Other Business Activities

Andrew is a 50% owner in Creek Springs, LLC, Broncos Valley, LLC, and Seahawks Coast LLC, all passive real estate investments, dedicating minimal time to each. He is also a 5% owner/investor in Getwell Pointe Apartments LLC, spending no time per month.

Employment History
Current Registrations
T. Rowe Price Associates, INC.
March 2019 - Present · 6 yrs 11 mos
T. Rowe Price Investment Services, INC.
December 2017 - Present · 8 yrs 2 mos
T. Rowe Price Investment Services, INC.Broker
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
T. Rowe Price Advisory Services, INC.
October 2018 - March 2019 · 5 mos
UBS Financial Services INC.
December 2014 - December 2017 · 3 yrs
UBS Financial Services INC.Broker
September 2014 - December 2017 · 3 yrs 3 mos
Stillpoint Capital, LLCBroker
September 2012 - August 2014 · 1 yr 11 mos
T. Rowe Price Advisory Services, INC.
June 2008 - July 2012 · 4 yrs 1 mo
T. Rowe Price Investment Services, INC.Broker
April 2008 - July 2012 · 4 yrs 3 mos
State Registrations1 state
CO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Wick - Financial Advisor | TrueAdvisor