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AM

Andrew P. Mehalko

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CRD#: 1739679
AM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Patrick Mehalko, who also goes by Drew Mehalko, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1987. Andrew had worked at 9 firms and has passed the Series 65, Series 63, Series 3, Series 7, Series 4 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Drew Mehalko

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

February 13, 2012 - January 3, 2019

AM GLOBAL FAMILY INVESTMENT OFFICE

RIA
CRD#: 159319
WEST PALM BEACH, FL
Past

April 23, 2001 - May 9, 2011

GFO ADVISORY SERVICES, LLC

RIA
CRD#: 109278
PALM BEACH GARDENS, FL
Past

January 19, 1995 - August 7, 1995

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

January 1, 1994 - January 20, 1995

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
PALM BEACH GARDENS, FL
Past

October 9, 1991 - January 1, 1994

LEGEND CAPITAL CORPORATION

BD
CRD#: 4149
PALM BEACH GARDENS, FL
Past

February 15, 1991 - September 26, 1991

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

February 13, 1991 - September 26, 1991

HOME LIFE INSURANCE COMPANY

BD
CRD#: 4184
Past

October 10, 1989 - January 14, 1991

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
PHOENIX, AZ
Past

September 24, 1987 - October 9, 1989

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/26/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 12/30/2002
National Commodity Futures Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 10/30/1987
General Securities Principal Examination

Current Firm


AG
AM GLOBAL FAMILY INVESTMENT OFFICE
AM GLOBAL FAMILY INVESTMENT OFFICE | AM GLOBAL WEALTH MANAGEMENT, LLC

CRD#: 159319 / SEC#: 801-78445

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Contact information


Main Address
319 Clematis Street Suite 300, West Palm Beach, FL 33401
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/29/2018)

Red Flags


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.

Company Information


AM GLOBAL FAMILY INVESTMENT OFFICE

CRD#: 159319

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