TrueAdvisor
TrueAdvisor
AC
AC

Andrea Rose Carr

Ae Wealth Management, LLC
1 Year of Experience
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Ae Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
422 advisors
Number of Clients
111,059 clients
Average Client Portfolio
$338K average
Assets Under Management
$37.5B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

545 S Pine St, Sebring, FL, 33872

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2023
Final
Criminal
February 2000
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Andrea is a Wealth Management Advisor at J Biance Financial, selling annuities and life insurance, dedicating nearly full-time hours to this role. She also volunteers as a dining room manager and bartender at Sebring Elks Lodge 1529, spending about a quarter of her time on these activities.

Employment History
Current Registrations
Ae Wealth Management, LLC
August 2024 - Present · 1 yr 6 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.