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AN

Andrew J. Nida

ASSET MANAGEMENT GROUP
Cartersville, GA 30120
Some features on this profile are disabled
CRD#: 6317384
AN

Professional summary

Andrew James Nida, who also goes by Andrew Nida, is a registered financial advisor currently at ASSET MANAGEMENT GROUP located in Cartersville, Georgia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andrew Nida

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.) SENIOR CARE SOLUTIONS. INV REL. 380 BOWDOIN LN, ADAIRSVILLE, GA 30103; HEALTH INSURANCE FOR SENIORS 65+. PRESIDENT/CEO. JUNE 2010-CURRENT. 30 HRS/MO. DURING TRADE HRS. 2.) Andrew Nida, LLA; Investment Related; Adairsville, GA; Insurance Agency; President/Agent; Start Date 06/2020; Approximately 80 hours/month with the majority of hours devoted during securities trading hours 3.) Foundations Investment Advisors LLC; Investment Related; Scottsdale, AZ; RIA; Investment Adviser Representative; Start Date 05/2016; Approximately 80 hours/month with the majority of hours devoted during securities trading hours 4.) Asset Management Group; Investment Related; Cartersville, GA; RIA; President/Investment Adviser Representative; Start Date 04/2020; Approximately 80 hours/month with the majority of hours devoted during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew James Nida'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

May 26, 2022 - Present

ASSET MANAGEMENT GROUP

Office #1: 102 North Bartow Street Ste 100, Cartersville, GA 30120
RIA
CRD#: 319444
Cartersville, GA
Past

May 12, 2016 - August 2, 2022

FOUNDATIONS INVESTMENT ADVISORS LLC

RIA
CRD#: 175083
Adairsville, GA
Past

April 1, 2015 - May 18, 2016

EQUITY SERVICES, INC.

RIA
CRD#: 265
NEW YORK, NY
Past

March 20, 2015 - May 18, 2016

EQUITY SERVICES, INC.

BD
CRD#: 265
NEW YORK, NY
Past

February 16, 2015 - April 2, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
CARTERSVILLE, GA
Past

June 17, 2014 - April 2, 2015

LPL FINANCIAL LLC

BD
CRD#: 6413
CARTERSVILLE, GA

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".
AM
ASSET MANAGEMENT GROUP
AMG ASSET MANAGEMENT GROUP, INC. | ASSET MANAGEMENT GROUP

CRD#: 319444 / SEC#: 801-125697

RIA
Registered Investment Advisory firm - (5/19/2022 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.

Highlighted states indicate IAR registrations

IAR
Georgia
(7/25/2022)
IAR
Louisiana
(8/10/2022)
IAR
Texas
(5/26/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/4/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/1/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/17/2014
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AM
ASSET MANAGEMENT GROUP
AMG ASSET MANAGEMENT GROUP, INC. | ASSET MANAGEMENT GROUP

CRD#: 319444 / SEC#: 801-125697

RIA
Registered Investment Advisory firm - (5/19/2022 Approved)
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Contact information

Main Address
102 North Bartow Street Ste 100, Cartersville, GA 30120
Mailing Address
Phone number
(678) 792-5855
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AMG ASSET MANAGEMENT GROUP INC. FORM ADV PART 2 BROCHURE (3/20/2025)

Regulatory assets under management

Total Number of Accounts1,207
AUM (Assets Under Management)$ 155,678,906

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.

Company Information

ASSET MANAGEMENT GROUP

CRD#: 319444Cartersville, GA 30120

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