AW
AW

Andrew Scott Wolf

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
146 advisors
Number of Clients
22,832 clients
Average Client Portfolio
$754K average
Assets Under Management
$17.2B

Fee Structure

Minimum Investment:$500K
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Location

1200 Scenic Drive, Ste 111, Modesto, CA, 95350

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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 investment advisory representative at United Capital Financial Advisors, LLC, dedicating about a quarter of his time. He also works as an insurance agent selling life, health, and annuity products through United Capital Risk Management, spending about a quarter of his time on this activity as well.

Employment History
Current Registrations
United Capital Financial Advisors
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
June 2022 - November 2023 · 1 yr 5 mos
Cetera Advisor Networks LLCBroker
November 2017 - July 2020 · 2 yrs 8 mos
Girard Securities, INC.Broker
May 2013 - November 2017 · 4 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.