Andrew O. Delmedico

SOLID POINT WEALTH ADVISORS

Queensbury, NY

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CRD#: 4700401

Professional summary

Andrew Otto Delmedico, CFP® is a registered financial advisor currently at SOLID POINT WEALTH ADVISORS, LLC located in Queensbury, New York.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 3 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ESTATE PLANNING COUNCIL OF CENTERAL NEW YORK - BOARD MEMBER: 4/2022, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); WESTSIDE COMMUNITY FEDERAL CREDIT UNION - BOARD MEMBER: 03/2023- PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS.); YOUTH HOCKEY/ROCHESTER COALITION - TREASURER: 03/2023- PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS.)

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Otto Delmedico'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®

CFP^®

Certified Financial Planner

Start date: 2008

Experience

Current

September 17, 2024 - Present

SOLID POINT WEALTH ADVISORS, LLC

RIA

CRD#: 323093

Queensbury, NY

Past

February 26, 2015 - October 3, 2024

MANNING & NAPIER ADVISORS, LLC

RIA

CRD#: 105992

FAIRPORT, NY

Past

December 16, 2014 - October 3, 2024

MANNING & NAPIER INVESTOR SERVICES, INC.

CRD#: 26266

FAIRPORT, NY

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".

SOLID POINT WEALTH ADVISORS, LLC

CRD#: 323093 / SEC#: 801-126623

RIA

Registered Investment Advisory firm - (9/23/2022 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

New York
(9/17/2024)

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

Series 63

Date: 2/10/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/20/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 12/16/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOLID POINT WEALTH ADVISORS, LLC

CRD#: 323093 / SEC#: 801-126623

RIA

Registered Investment Advisory firm - (9/23/2022 Approved)

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Contact information

Main Address

Queensbury, NY

Mailing Address

Phone number

(518) 681-0107

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOLID POINT WEALTH ADVISORS, LLC ADV BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts	160
AUM (Assets Under Management)	$ 80,305,917

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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Firm Stability Insights

Andrew O. Delmedico

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Otto Delmedico's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER INVESTOR SERVICES, INC.

Primary Firm SEC Registration

SOLID POINT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/2015

Series 7TO

Date: 6/20/2023

SIE

Date: 10/1/2018

Series 6

Date: 12/16/2014

Current Firm

SOLID POINT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SOLID POINT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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