Andrew R. Scheirer

QUILITY FINANCIAL ADVISORS

Lake Mary, FL 32746

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CRD#: 4256666

Professional summary

Andrew Raymond Scheirer II, who also goes by Andy Haas, Andrew Raymond Scheirier, is a registered financial advisor currently at QUILITY FINANCIAL ADVISORS located in Lake Mary, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andrew has worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andy Haas | Andrew Raymond Scheirier

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.

1) API Advisors DBA QUILITY FINANCIAL ADVISORS DBA Aston Crest Wealth Management. Investment Related. See Office of Employment Address. RIA. CEO. 3/15/2023.150 HRS. 130 HRS. Advising Client assets in managed accounts. 2) 1. Fixed Insurance 2. Non Investment Related 3. See Office of Employment Address 4. Fixed Insurance/Term/LTC 5. Producer 6. 10/2002 7. 10% of hours/month 8. 20 hours/month during trading 9. Solicit Sales

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Raymond Scheirer II's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

April 14, 2020 - Present

QUILITY FINANCIAL ADVISORS

Office #1: 1540 International Parkway, Suite 2000, Lake Mary, FL 32746

RIA

CRD#: 304586

Lake Mary, FL

Past

March 13, 2020 - February 3, 2025

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

Lake Mary, FL

Past

December 19, 2014 - March 9, 2020

KOVACK ADVISORS, INC.

RIA

CRD#: 140808

LAKE MARY, FL

Past

December 15, 2014 - March 9, 2020

KOVACK SECURITIES INC.

CRD#: 44848

Lake Mary, FL

Past

June 6, 2012 - December 23, 2014

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

LAKE MARY, FL

Past

October 9, 2007 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

LAKE MARY, FL

Past

October 5, 2007 - December 23, 2014

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

LAKE MARY, FL

Past

March 29, 2006 - October 17, 2007

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

ORLANDO, FL

Past

December 20, 2005 - October 17, 2007

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

ORLANDO, FL

Past

February 19, 2002 - December 16, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

OVIEDO, FL

Past

February 19, 2002 - December 16, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

OVIEDO, FL

Past

September 17, 2001 - February 15, 2002

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

October 9, 2000 - June 28, 2001

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

CHICAGO, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

QUILITY FINANCIAL ADVISORS

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(4/14/2020)

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

State Security Law Exam

IAR

Series 65

Date: 4/20/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/20/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/3/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 10/7/2000

General Securities Representative Examination

Current Firm

QUILITY FINANCIAL ADVISORS

API FINANCIAL ADVISORS, LLC | QUILITY FINANCIAL ADVISORS

CRD#: 304586 / SEC#: 801-117119

RIA

Registered Investment Advisory firm - (7/31/2019 Approved)

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Contact information

Main Address

1950 Rockledge Blvd Unit 201, Rockledge, FL 32955

Mailing Address

Phone number

(321) 888-2599

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE - ADV PART 2A (3/31/2025)

Regulatory assets under management

Total Number of Accounts	464
AUM (Assets Under Management)	$ 71,000,000

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.

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Advisor Monitoring

Firm Stability Insights

Andrew R. Scheirer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Raymond Scheirer II's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

QUICK & REILLY, INC.

CHASE INVESTMENT SERVICES CORP.

Primary Firm SEC Registration

QUILITY FINANCIAL ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/20/2005

Series 63

Date: 10/20/2000

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 31

Date: 5/3/2005

Series 7

Date: 10/7/2000

Current Firm

QUILITY FINANCIAL ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

QUILITY FINANCIAL ADVISORS

TRUST BUT VERIFY

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