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Andrew Maxwell Denler

13 Years of Experience
Sells Insurance
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
156 clients
Average Client Portfolio
$28.8M average
Assets Under Management
$4.5B

Fee Structure

Financial Planning:Investment management only
One-Time Plan:$1,000 - $150,000
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Location

101 Park Avenue, 12th floor, New York City, NY, 10178

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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 ActivitiesSells Insurance

Andrew works full-time providing administrative support for John Cunningham at Alliant Insurance Services. He also works full-time as an account executive and advisory representative for Alliant Retirement Consulting/Services, focusing on retirement plans and asset management, and spends minimal time as secretary on the board for The Babylon Chorale, Inc.

Employment History
Current Registrations
Alliant Retirement Consulting
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Cetera Advisor Networks LLCBroker
September 2013 - January 2024 · 10 yrs 4 mos
Walnut Street Securities, INC.Broker
June 2013 - September 2013 · 3 mos
Transamerica Investors Securities CorporationBroker
February 2012 - April 2013 · 1 yr 2 mos
State Registrations1 state
NY
Advisor
Exams
No exam information available for this advisor.