AS
Andrea S. Stiernstrand
INVESTOR FAN
Charlottesville, VA 22902
CRD#: 4375776
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AS
Andrea Susan StiernstrandINVESTOR FAN
Professional summary
Andrea Susan Stiernstrand, who also goes by Andrea Susan Mclaughlin, is a registered financial advisor currently at INVESTOR FAN located in Charlottesville, Virginia.
Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrea has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andrea Susan Mclaughlin
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Susan Stiernstrand's 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®
NoneExperience
Current
December 15, 2025 - Present
INVESTOR FAN
Office #1: 409 First Street North, Charlottesville, VA 22902RIA
CRD#: 159301
Charlottesville, VA
Past
November 19, 2024 - December 18, 2025
EQUITA FINANCIAL NETWORK, INC.
RIA
CRD#: 277031
Charlottesville, VA
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".
IF
INVESTOR FAN
BOWHAY INVESTMENTS | TWIN PEAKS WEALTH ADVISORS | STEELHEAD WEALTH MANAGEMENT, LLC | SHERPA WEALTH STRATEGIES | RETIREMENT RISK MANAGERS | PANFILI FINANCIAL SERVICES, INC. | MARGO PORTER PANFILI | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | INVESTOR'S FAN | INVESTOR FAN | DONIVAN WEALTH MANAGEMENT
CRD#: 159301 / SEC#: 801-111660
RIA
Registered Investment Advisory firm - (9/11/2017 Approved)California
Registered Investment Advisory firm - (12/7/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/7/2017 Terminated)Montana
Registered Investment Advisory firm - (11/7/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/8/2017 Terminated)Texas
Registered Investment Advisory firm - (11/7/2017 Terminated)Washington
Registered Investment Advisory firm - (11/15/2017 Terminated)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
Virginia(12/15/2025)
Current Firm
IF
INVESTOR FAN
BOWHAY INVESTMENTS | TWIN PEAKS WEALTH ADVISORS | STEELHEAD WEALTH MANAGEMENT, LLC | SHERPA WEALTH STRATEGIES | RETIREMENT RISK MANAGERS | PANFILI FINANCIAL SERVICES, INC. | MARGO PORTER PANFILI | INVESTOR'S FIDUCIARY ADVISOR NETWORK, LLC | INVESTOR'S FAN | INVESTOR FAN | DONIVAN WEALTH MANAGEMENT
CRD#: 159301 / SEC#: 801-111660
RIA
Registered Investment Advisory firm - (9/11/2017 Approved)California
Registered Investment Advisory firm - (12/7/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/7/2017 Terminated)Montana
Registered Investment Advisory firm - (11/7/2017 Terminated)Oregon
Registered Investment Advisory firm - (12/8/2017 Terminated)Texas
Registered Investment Advisory firm - (11/7/2017 Terminated)Washington
Registered Investment Advisory firm - (11/15/2017 Terminated)Loading...
Contact information
Main Address
Boise, ID
Mailing Address
Phone number
(425) 372-7517
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (14 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,515 |
| AUM (Assets Under Management) | $ 427,729,824 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
