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Andrew D. Urbanski

CPWA®
N10° WEALTH
GREENWICH, CT
·CRD# 5316404·19 years experience

Professional Summary

Andrew D. Urbanski, CPWA®, who also goes by Andrew Douglas Urbanski, Andrew Urbanski, is a registered financial advisor currently at N10° WEALTH located in Greenwich, Connecticut and N10° ASSETS located in Greenwich, Connecticut. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Andrew has worked at 6 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrew Douglas Urbanski, Andrew Urbanski

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CPWA®
Certified Private Wealth AdvisorValid 2019-12-09 ~ 2023-11-30

Years of Experience

19 years in the financial services industry

Current & Past Employments

N10° WEALTH·CRD# 342013
RIA
5 Greenwich Office Park Suite 100, Greenwich, CT 06831
June 2, 2026 - Present
N10° ASSETS·CRD# 342185
RIA
5 Greenwich Office Park Suite 100, Greenwich, CT 06831
June 3, 2026 - Present
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Destin, FL
September 14, 2020 - June 10, 2026
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Destin, FL
September 14, 2020 - June 10, 2026
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
New York, NY
May 30, 2014 - October 12, 2020
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
New York, NY
May 30, 2014 - October 12, 2020
MORGAN STANLEY·CRD# 149777
RIA
New York, NY
June 1, 2009 - June 24, 2014
MORGAN STANLEY·CRD# 149777
BD
New York, NY
June 1, 2009 - June 24, 2014
MORGAN STANLEY & CO. LLC·CRD# 8209
RIA
New York, NY
June 28, 2007 - June 1, 2009
MORGAN STANLEY & CO. LLC·CRD# 8209
BD
New York, NY
June 5, 2007 - June 1, 2009

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Current Firm

NW
N10° WEALTH

N10 WEALTH MANAGEMENT | N10° WEALTH | N10 WEALTH, LLC

CRD#: 342013 / SEC#: 801-136307
RIA
Registered Investment Advisory firm - SEC (6/1/2026 Approved)

Contact Information

Main Address

5 Greenwich Office Park Suite 100, Greenwich, CT 06831

Phone Number

(203) 930-2881

# of Employees

5

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

N10 WEALTH MANAGEMENT ADV PART 2A (8/14/2026)

Regulatory Assets Under Management

Total Number of Accounts

317

AUM (Assets Under Management)

$553,113,709

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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.

1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; AT REPORTED BUSINESS LOCATION; LIFE, ACCIDENT, AND HEALTH INSURANCE SALES; 2007; 160 HOURS PER MONTH; 160 HOURS DURING SECURITIES TRADING HOURS; SELLING INSURANCE PRODUCTS 2) RENTAL PROPERTY, INV RELATED, PHILADELPHIA, PA, 100% OWNERSHIP, START 5/1/2012, 0.25 HRS PER MONTH, 0 HRS DURING TRADING, SOLE PROPRIETOR. 3) RENTAL PROPERTY, INV RELATED, PHILADELPHIA, PA, 100% OWNERSHIP, START 5/1/2012, 0.25 HRS PER MONTH, 0 HRS DURING TRADING, SOLE PROPRIETOR. 4) RENTAL PROPERTY, INV RELATED, MIRAMAR BEACH, FL, 100% OWNERSHIP, START 6/15/2017, 3 HRS PER MONTH, 0 HRS DURING TRADING, SOLE PROPRIETOR. 5) RENTAL PROPERTY, INV RELATED, PHILADELPHIA, PA, 100% OWNERSHIP, START 4/15/2014, .25 HRS PER MONTH, 0 HRS DURING TRADING, SOLE PROPRIETOR. 6) SELF EMPLOYED - FREELANCER;NOT INV RELATED; NEW YORK,NY; FREELANCE MODELING;100% OWNERSHIP; START DATE: 07/30/2025; 30 HRS PER MONTH; 0 HRS DURING TRADING;

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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".
NW
N10° WEALTH

N10 WEALTH MANAGEMENT | N10° WEALTH | N10 WEALTH, LLC

CRD#: 342013 / SEC#: 801-136307
RIA
Registered Investment Advisory firm - SEC (6/1/2026 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.
IAR
Connecticut
(6/2/2026)
IAR
Texas
(6/2/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Jan 2017About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed May 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew D. Urbanski's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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