Andrew D. Petrofsky
Professional summary
Andrew David Petrofsky was barred by the SEC from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Andrew is a previously registered financial advisor and started their career in finance in 2007. Prior to being barred, Andrew had worked at 1 firm, which includes BCR WEALTH STRATEGIES.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 9, 2007 - August 15, 2008
BCR WEALTH STRATEGIES
Primary Firm SEC Registration
BCR WEALTH STRATEGIES
CRD#: 119670 / SEC#: 801-61015
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Current Firm
BCR WEALTH STRATEGIES
CRD#: 119670 / SEC#: 801-61015
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,115 |
| AUM (Assets Under Management) | $ 404,481,198 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/30/2025 | ||
| 10/01/2024 | ||
| 09/13/2023 | ||
| 01/03/2023 |
Red Flags
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