Andrew C. Mcallister

ORRERY INVEST

BOCA RATON, FL 33487

Some features on this profile are disabled

CRD#: 5616480

Professional summary

Andrew C Mcallister is a registered financial advisor currently at ORRERY INVEST located in Boca Raton, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 1 firm and has passed the Series 65, Series 63 and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew C Mcallister's 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 21, 2025 - Present

ORRERY INVEST

Office #1: 6501 Park Of Commerce Blvd 2nd Floor, Boca Raton, FL 33487

RIA

CRD#: 333323

BOCA RATON, FL

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

Florida
(4/21/2025)

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

IAR

Series 65

Date: 7/30/2024

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/15/2024

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/24/2024

Securities Industry Essentials Examination

Current Firm

ORRERY INVEST

ORRERY INVEST | ORRERY INVESTMENT MANAGEMENT LLC

CRD#: 333323 / SEC#:

Florida

Registered Investment Advisory firm - (4/21/2025 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

6501 Park Of Commerce Blvd 2nd Floor, Boca Raton, FL 33487

Mailing Address

Phone number

(561) 709-8702

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Charles Fischer

RAYMOND JAMES & ASSOCIATES, INC.

IAR

Boca Raton, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew C. Mcallister

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew C Mcallister's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORRERY INVEST

State Registrations and Notice Filings

Exams

Series 65

Date: 7/30/2024

Series 63

Date: 7/15/2024

SIE

Date: 6/24/2024

Current Firm

ORRERY INVEST

Contact information

Documents

Red Flags

Company Information

ORRERY INVEST

TRUST BUT VERIFY

Similar Advisors