Andrew Mcgill

TWELVE POINTS WEALTH MANAGEMENT

Concord, MA 01742

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CRD#: 6199289

Professional summary

Andrew Mcgill, who also goes by Andrew F Mcgill, Andrew F. Mcgill, Andrew Mcgill, is a registered financial advisor currently at TWELVE POINTS WEALTH MANAGEMENT located in Concord, Massachusetts.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew F Mcgill | Andrew F. Mcgill | Andrew Mcgill

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) Outside Insurance Business; Investment related: No; Location: 02026; Description: Previous insurance commissions trails; Position Title: Insurance Agent; Responsibilities Duties: Insurance sales; Start date: 2018-01-01; Hours during trading hours: 0; Hours outside trading hours: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Mcgill'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

October 25, 2021 - Present

TWELVE POINTS WEALTH MANAGEMENT

Office #1: 9 Pond Lane Suite 3a, Concord, MA 01742

RIA

CRD#: 171107

Concord, MA

Past

July 16, 2019 - October 11, 2021

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

NEEDHAM, MA

Past

January 28, 2019 - October 11, 2021

PARK AVENUE SECURITIES LLC

CRD#: 46173

NEEDHAM, 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".

TWELVE POINTS WEALTH MANAGEMENT

TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT

CRD#: 171107 / SEC#: 801-108967

RIA

Registered Investment Advisory firm - (1/23/2017 Approved)

Massachusetts

Registered Investment Advisory firm - (1/26/2017 Terminated)

New Hampshire

Registered Investment Advisory firm - (2/21/2017 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

Massachusetts
(10/25/2021)

IAR

Texas
(11/21/2024)

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

IAR

Series 66

Date: 7/3/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/27/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 1/13/2019

Securities Industry Essentials Examination

Current Firm

TWELVE POINTS WEALTH MANAGEMENT

TWELVE POINTS RETIREMENT ADVISORS | TWELVE POINTS WEALTH MANAGEMENT LLC | TWELVE POINTS WEALTH MANAGEMENT

CRD#: 171107 / SEC#: 801-108967

RIA

Registered Investment Advisory firm - (1/23/2017 Approved)

Massachusetts

Registered Investment Advisory firm - (1/26/2017 Terminated)

New Hampshire

Registered Investment Advisory firm - (2/21/2017 Terminated)

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Contact information

Main Address

9 Pond Lane Suite 3a, Concord, MA 01742

Mailing Address

Phone number

(978) 318-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A/2B (11/4/2025)

WRAP FEE BROCHURE (3/30/2025)

Regulatory assets under management

Total Number of Accounts	1,586
AUM (Assets Under Management)	$ 1,701,535,494

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/25/2025	Cover Page	Report
09/25/2024	Cover Page	Report

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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Andrew Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

TWELVE POINTS WEALTH MANAGEMENT

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

Primary Firm SEC Registration

TWELVE POINTS WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 7/3/2019

Series 7TO

Date: 1/27/2019

SIE

Date: 1/13/2019

Current Firm

TWELVE POINTS WEALTH MANAGEMENT

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TWELVE POINTS WEALTH MANAGEMENT

TRUST BUT VERIFY

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