John Andre Weisbrod
Professional Summary
John Andre Weisbrod, who also goes by Andre Weisbrod, is a registered financial advisor currently at QUANTUM FINANCIAL ADVISORS INC located in Pittsburgh, Pennsylvania. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. John has worked at 6 firms and has passed the Series 63, Series 7, Series 22 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Andre Weisbrod
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
44 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
LIFETIME BENEFITS | QUANTUM FINANCIAL ADVISORS INC | QFA
Contact Information
Main Address
51 Monroe Street Suite 1902, Rockville, MD 20850Mailing Address
325 Ellington Blvd #511, Gaithersburg, MD 20878Phone Number
(301) 296-6203# of Employees
10SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
364AUM (Assets Under Management)
$557,546,297Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
LIFETIME BENEFITS | QUANTUM FINANCIAL ADVISORS INC | QFA
State Registrations and Notice Filings
(4/30/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Oct 1982About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 1982About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view John Andre Weisbrod's CRS (Customer Relationship Summary).
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