Andrew Hayes Comstock
CFAProfessional Summary
Andrew Hayes Comstock, CFA is a registered financial advisor currently at BEYOND WEALTH located in Overland Park, Kansas. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Andrew has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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BASTION FIDUCIARY
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SIMPLICITY WEALTH
Videos & Posts
This advisor has not added any videos or posts yet.
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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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BASTION FIDUCIARY
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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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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BASTION FIDUCIARY
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Credentials
Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
BEYOND WEALTH | FRESH FINANCIAL PLANNING | CASTLEBAR ASSET MANAGEMENT, LLC
Contact Information
Main Address
11225 College Blvd Suite 115, Overland Park, KS 66210Phone Number
(913) 871-7980# of Employees
4SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
491AUM (Assets Under Management)
$122,472,670Similar Advisors
BASTION FIDUCIARY
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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BASTION FIDUCIARY
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Primary Firm SEC Registration
BEYOND WEALTH | FRESH FINANCIAL PLANNING | CASTLEBAR ASSET MANAGEMENT, LLC
State Registrations and Notice Filings
(4/20/2012)
(2/17/2020)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view Andrew Hayes Comstock's CRS (Customer Relationship Summary).
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