Andrew M. Bras

AMERICAN FINANCIAL ADVISORS

WINTER PARK, FL 32789

Some features on this profile are disabled

CRD#: 7150887

Professional summary

Andrew Markus Bras is a registered financial advisor currently at AMERICAN FINANCIAL ADVISORS INC located in Winter Park, Florida.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 1 firm and has passed the Series 65 exam.

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.

1. Aviation Financial Analytics LLC; not investment-related; Orlando, FL; Analytical services; President; Start Date 07/2016; 40 hours/month; Performing analytical services for pension plans. 2. American Financial Support Services; Financial Services; Lake Mary, FL; Investment-Related; Support & Administrative; Start Date 11/2015; 60 hours/month; 40 hours during trading hours; Arrange travel schedule; Administrative Support Activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Markus Bras'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

August 7, 2019 - Present

AMERICAN FINANCIAL ADVISORS INC

Office #1: 1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789

RIA

CRD#: 108530

WINTER PARK, FL

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".

AMERICAN FINANCIAL ADVISORS INC

CRD#: 108530 / SEC#: 801-56857

RIA

Registered Investment Advisory firm - (9/27/1999 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

Florida
(8/7/2019)

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: 6/27/2019

Uniform Investment Adviser Law Examination

Current Firm

AMERICAN FINANCIAL ADVISORS INC

CRD#: 108530 / SEC#: 801-56857

RIA

Registered Investment Advisory firm - (9/27/1999 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

1031 W Morse Blvd. Ste. 110, Winter Park, FL 32789

Mailing Address

501 N Orlando Ave. Ste. 313-169, Winter Park, FL 32789

Phone number

(407) 207-9006

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (11/3/2025)

Regulatory assets under management

Total Number of Accounts	1,732
AUM (Assets Under Management)	$ 1,043,473,812

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

Quinn Carranza

FALCON WEALTH PLANNING, INC.

IAR

ONTARIO, CA

Gregg Sessa

GVS FINANCIAL GROUP, INC.

IAR

Palm Beach, FL

Cynthia Valez

FELTL & COMPANY

PLYMOUTH, MN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Andrew M. Bras

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AMERICAN FINANCIAL ADVISORS INC

Primary Firm SEC Registration

AMERICAN FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/27/2019

Current Firm

AMERICAN FINANCIAL ADVISORS INC

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AMERICAN FINANCIAL ADVISORS INC

TRUST BUT VERIFY

Similar Advisors