AM
CFP · ChFC
AM
CFP · ChFC

Andrew R Macdougall

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
425 advisors
Number of Clients
14,148 clients
Average Client Portfolio
$170K average
Assets Under Management
$2.4B

Fee Structure

Minimum Investment:None
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Location

4755 East Bay Drive, Clearwater, FL, 33764

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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 is dually registered as an investment advisor representative and spends nearly full-time addressing advisory business matters. He is also an insurance agent, dedicating minimal time to this role.

Employment History
Current Registrations
Integrity Alliance, LLC.Broker
November 2025 - Present · 3 mos
Csenge Advisory Group, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Lion Street Financial, LLCBroker
January 2021 - November 2025 · 4 yrs 10 mos
Lion Street Advisors, LLC
January 2021 - November 2025 · 4 yrs 10 mos
Keenan Financial
April 2018 - January 2021 · 2 yrs 9 mos
Park Avenue Securities LLC
July 2015 - February 2018 · 2 yrs 7 mos
Park Avenue Securities LLCBroker
April 2015 - February 2018 · 2 yrs 10 mos
State Registrations1 state
MA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.