AA
AA

Andrew Todd Ashkenazy

14 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

Oceanside, NY

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Andrew is an independent insurance agent since 2022, selling and servicing life, term, universal life, disability, property & casualty, health insurance, and fixed annuity products. This takes about 10-20% of his time, with a few hours per week during securities trading hours.

Employment History
Current Registrations
Lifemark Securities CORP.
March 2022 - Present · 3 yrs 11 mos
Lifemark Securities CORP.
March 2022 - Present · 3 yrs 11 mos
Lifemark Securities CORP.Broker
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
MML Investors Services, LLC
June 2021 - December 2021 · 6 mos
MML Investors Services, LLCBroker
March 2017 - December 2021 · 4 yrs 9 mos
Msi Financial Services, INC.Broker
November 2010 - March 2017 · 6 yrs 4 mos
AXA Advisors, LLCBroker
October 2010 - October 2010 · 0 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.