Andrew T. Bucksner

ARCHETYPE ADVISORS

Doylestown, PA 18901

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CRD#: 6431117

Professional summary

Andrew Todd Bucksner, CFP®, who also goes by Andrew Bucksner, is a registered financial advisor currently at ARCHETYPE ADVISORS, LLC located in Doylestown, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 8 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Bucksner

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 Todd Bucksner'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®

CFP^®

Certified Financial Planner

Experience

Current

October 23, 2020 - Present

ARCHETYPE ADVISORS, LLC

Office #1: 72 East State Street, Doylestown, PA 18901

RIA

CRD#: 156527

Doylestown, PA

Past

May 3, 2019 - June 10, 2020

LINCOLN INVESTMENT

RIA

CRD#: 519

NEW HOPE, PA

Past

May 3, 2019 - June 10, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

New Hope, PA

Past

May 3, 2019 - June 10, 2020

LINCOLN INVESTMENT

CRD#: 519

NEW HOPE, PA

Past

February 7, 2019 - April 23, 2019

KEY INVESTMENT SERVICES LLC

CRD#: 136300

Spring House, PA

Past

August 7, 2018 - November 29, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

PHILADELPHIA, PA

Past

July 24, 2018 - November 29, 2018

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

PHILADELPHIA, PA

Past

June 8, 2016 - July 18, 2018

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Past

June 11, 2015 - May 3, 2016

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

NORTH WALES, PA

Past

February 9, 2015 - June 2, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHALFONT, PA

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".

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 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

Pennsylvania
(10/23/2020)

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

State Security Law Exam

IAR

Series 66

Date: 8/6/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 2/18/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/22/2024

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 1/22/2024

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 2/9/2015

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ARCHETYPE ADVISORS, LLC

CRD#: 156527 / SEC#: 801-120408

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Maryland

Registered Investment Advisory firm - (3/22/2021 Terminated)

New York

Registered Investment Advisory firm - (3/5/2021 Terminated)

Pennsylvania

Registered Investment Advisory firm - (3/9/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/5/2021 Terminated)

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Contact information

Main Address

72 East State Street, Doylestown, PA 18901

Mailing Address

Phone number

(215) 558-5500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ARCHETYPE ADVISORS, LLC WRAP BROCHURE (3/24/2025)

ARCHETYPE ADVISORS, LLC DISCLOSURE BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	480
AUM (Assets Under Management)	$ 195,000,000

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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Advisor Monitoring

Firm Stability Insights

Andrew T. Bucksner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

LINCOLN INVESTMENT

CAPITAL ANALYSTS

LINCOLN INVESTMENT

KEY INVESTMENT SERVICES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

VANGUARD MARKETING CORPORATION

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

ARCHETYPE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/6/2018

Series 63

Date: 2/18/2015

Series 7TO

Date: 1/22/2024

Series 6TO

Date: 1/22/2024

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2016

Series 6

Date: 2/9/2015

Current Firm

ARCHETYPE ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCHETYPE ADVISORS, LLC

TRUST BUT VERIFY

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