AG
AG

Andrew Paul Gerety

5 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
139 advisors
Number of Clients
5,608 clients
Average Client Portfolio
$409K average
Assets Under Management
$2.3B

Fee Structure

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Location

101 Federal St, Suite 1900, Boston, MA, 02110

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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 an Investment Advisor Representative at MCADAM LLC, dedicating full-time hours to investment-related activities. He also engages in fixed insurance sales through MCADAM Institutional Brokerage, spending a few hours per week on this activity.

Employment History
Current Registrations
Mcadam LLC
December 2020 - Present · 5 yrs 2 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.