Andrew E. Fisher

NOVARE CAPITAL MANAGEMENT

CHARLOTTE, NC 28202

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CRD#: 4818198

Professional summary

Andrew Edward Fisher, who also goes by Andrew Edward Fisher, Andrew Fisher, Andy Fisher, is a registered financial advisor currently at NOVARE CAPITAL MANAGEMENT located in Charlotte, North Carolina.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Andrew has worked at 8 firms and has passed the Series 63, Series 65, Series 7TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Edward Fisher | Andrew Fisher | Andy Fisher

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Edward Fisher'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 8, 2024 - Present

NOVARE CAPITAL MANAGEMENT

Office #1: 521 E. Morehead Suite 510, Charlotte, NC 28202

RIA

CRD#: 117949

CHARLOTTE, NC

Past

October 11, 2023 - November 30, 2023

C F PARKS INC

RIA

CRD#: 109843

SALISBURY, NC

Past

June 29, 2021 - September 25, 2023

NOVARE CAPITAL MANAGEMENT

RIA

CRD#: 117949

CHARLOTTE, NC

Past

December 3, 2020 - June 17, 2021

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

CHARLOTTE, NC

Past

September 24, 2020 - June 17, 2021

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

CHARLOTTE, NC

Past

May 14, 2019 - September 10, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

Past

April 2, 2018 - April 26, 2019

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

Past

April 27, 2007 - May 19, 2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

CHARLOTTE, NC

Past

March 16, 2005 - May 19, 2009

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

CHARLOTTE, NC

Past

July 28, 2004 - March 1, 2005

METROPOLITAN LIFE INSURANCE COMPANY

CRD#: 4095

NEW YORK, NY

Past

July 28, 2004 - March 1, 2005

MSI FINANCIAL SERVICES, INC.

CRD#: 14251

SPRINGFIELD, MA

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".

NOVARE CAPITAL MANAGEMENT

CRD#: 117949 / SEC#: 801-61848

RIA

Registered Investment Advisory firm - (2/26/2003 Approved)

Georgia

Registered Investment Advisory firm - (10/18/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (10/18/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(4/8/2024)

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: 12/29/2023

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/3/2020

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/6/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/2/2018

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/27/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

NOVARE CAPITAL MANAGEMENT

CRD#: 117949 / SEC#: 801-61848

RIA

Registered Investment Advisory firm - (2/26/2003 Approved)

Georgia

Registered Investment Advisory firm - (10/18/2005 Terminated)

North Carolina

Registered Investment Advisory firm - (10/18/2005 Terminated)

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Contact information

Main Address

521 E. Morehead Suite 510, Charlotte, NC 28202

Mailing Address

Po Box 11369, Charlotte, NC 28220

Phone number

(704) 334-3698

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - NOVARE CAPITAL MANAGEMENT, LLC (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,954
AUM (Assets Under Management)	$ 1,723,889,710

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 E. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Edward Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

C F PARKS INC

NOVARE CAPITAL MANAGEMENT

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

VANGUARD MARKETING CORPORATION

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

METROPOLITAN LIFE INSURANCE COMPANY

MSI FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

NOVARE CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 63

Date: 12/29/2023

Series 65

Date: 12/3/2020

Series 7TO

Date: 10/6/2023

SIE

Date: 10/1/2018

Series 7

Date: 4/2/2018

Series 6

Date: 7/27/2004

Current Firm

NOVARE CAPITAL MANAGEMENT

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

NOVARE CAPITAL MANAGEMENT

TRUST BUT VERIFY

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