Andrew J. Neiderer
SELECTIVE WEALTH MANAGEMENT
Forest, VA 24551
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CRD#: 6275351
Professional summary
Andrew John Neiderer, CFP® is a registered financial advisor currently at SELECTIVE WEALTH MANAGEMENT, INC. located in Forest, Virginia.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Andrew has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew John Neiderer'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®
CFP®
Start date: 2017
Experience
Current
June 16, 2021 - Present
SELECTIVE WEALTH MANAGEMENT, INC.
Office #1: 1149 Vista Park Drive Unit D, Forest, VA 24551RIA
CRD#: 164882
Forest, VA
Past
February 14, 2018 - June 8, 2021
MONTVUE CAPITAL MANAGEMENT, INC.
RIA
CRD#: 116807
LYNCHBURG, VA
Past
January 31, 2017 - February 12, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
FOREST, VA
Past
April 28, 2016 - February 12, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
FOREST, VA
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".
SW
SELECTIVE WEALTH MANAGEMENT, INC.
1311 CAPITAL LLC | WEALTHGUIDE IQ | SELECTIVE WEALTH MANAGEMENT, INC. | SELECTIVE WEALTH MANAGEMENT LLC
CRD#: 164882 / SEC#: 801-108568
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)California
Registered Investment Advisory firm - (12/10/2016 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2016 Terminated)Florida
Registered Investment Advisory firm - (11/10/2016 Terminated)Louisiana
Registered Investment Advisory firm - (11/14/2016 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2016 Terminated)New York
Registered Investment Advisory firm - (11/10/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/14/2016 Terminated)Ohio
Registered Investment Advisory firm - (11/10/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/14/2016 Terminated)South Carolina
Registered Investment Advisory firm - (11/10/2016 Terminated)Texas
Registered Investment Advisory firm - (11/10/2016 Terminated)Virginia
Registered Investment Advisory firm - (11/15/2016 Terminated)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
Texas(6/16/2021)
IAR
Virginia(6/16/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SELECTIVE WEALTH MANAGEMENT, INC.
1311 CAPITAL LLC | WEALTHGUIDE IQ | SELECTIVE WEALTH MANAGEMENT, INC. | SELECTIVE WEALTH MANAGEMENT LLC
CRD#: 164882 / SEC#: 801-108568
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)California
Registered Investment Advisory firm - (12/10/2016 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2016 Terminated)Florida
Registered Investment Advisory firm - (11/10/2016 Terminated)Louisiana
Registered Investment Advisory firm - (11/14/2016 Terminated)Maryland
Registered Investment Advisory firm - (12/2/2016 Terminated)New York
Registered Investment Advisory firm - (11/10/2016 Terminated)North Carolina
Registered Investment Advisory firm - (11/14/2016 Terminated)Ohio
Registered Investment Advisory firm - (11/10/2016 Terminated)Pennsylvania
Registered Investment Advisory firm - (11/14/2016 Terminated)South Carolina
Registered Investment Advisory firm - (11/10/2016 Terminated)Texas
Registered Investment Advisory firm - (11/10/2016 Terminated)Virginia
Registered Investment Advisory firm - (11/15/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1149 Vista Park Drive Unit D, Forest, VA 24551
Mailing Address
Phone number
(434) 515-1517
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,854 |
| AUM (Assets Under Management) | $ 425,928,464 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
