Andrew R. Scheirer
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 Raymond Scheirer II, who also goes by Andy Haas, Andrew Raymond Scheirier, was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2000. Andrew had worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 14, 2020 - December 31, 2025
QUILITY FINANCIAL ADVISORS
March 13, 2020 - February 3, 2025
PURSHE KAPLAN STERLING INVESTMENTS
December 19, 2014 - March 9, 2020
KOVACK ADVISORS, INC.
December 15, 2014 - March 9, 2020
KOVACK SECURITIES INC.
June 6, 2012 - December 23, 2014
FIRST ALLIED ADVISORY SERVICES, INC.
October 9, 2007 - July 2, 2012
FIRST ALLIED SECURITIES, INC.
October 5, 2007 - December 23, 2014
FIRST ALLIED SECURITIES, INC.
March 29, 2006 - October 17, 2007
AMERIPRISE ADVISOR SERVICES, INC.
December 20, 2005 - October 17, 2007
AMERIPRISE ADVISOR SERVICES, INC.
February 19, 2002 - December 16, 2005
WELLS FARGO CLEARING SERVICES, LLC
February 19, 2002 - December 16, 2005
WELLS FARGO CLEARING SERVICES, LLC
September 17, 2001 - February 15, 2002
QUICK & REILLY, INC.
October 9, 2000 - June 28, 2001
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
QUILITY FINANCIAL ADVISORS
CRD#: 304586 / SEC#: 801-117119
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
QUILITY FINANCIAL ADVISORS
CRD#: 304586 / SEC#: 801-117119
Contact information
SEC notice filing (10 States and Territories)
Documents
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.
