Robert Edward Andreae
Professional Summary
Robert Edward Andreae was a registered financial advisor. Robert was a previously registered financial advisor and started their career in finance 1983 - 2004. Robert had worked at 6 firms and has passed the Series 63, Series 7, Series 22 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
44 years in the financial services industry
Current & Past Employments
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Current Firm
EFIDUCIARY ADVISOR | STRATEGIC WEALTH MANAGEMENT GROUP | MID ATLANTIC FINANCIAL MANAGEMENT, INC. | MID ATLANTIC CAPITAL CORPORATION | LMK ADVISORS | FORESIGHT GLOBAL INVESTORS, INC.
Contact Information
Main Address
1251 Waterfront Place Suite 510, Pittsburgh, PA 15222-4235Documents
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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 May 1982About the Series 22 examSeries 39 — Direct Participation Programs Principal Examination
Passed Aug 1982About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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