TrueAdvisor
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AG
AG

Andrew Davis Guiney

Diversify Advisory Services, LLC
7 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness OwnersMedical Professionals
Diversify Advisory Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
105 advisors
Number of Clients
3,698 clients
Average Client Portfolio
$867K average
Assets Under Management
$3.2B

Fee Structure

Location

9017 S Riverside Dr., Suite 210, Sandy, UT, 84070

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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 owns rental property. This activity is not investment-related.

Employment History
Current Registrations
Diversify Advisory Services, LLC
October 2024 - Present · 1 yr 4 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
August 2018 - October 2024 · 6 yrs 2 mos
State Registrations2 states
NEWA
Advisor
Exams
No exam information available for this advisor.