Andrew M. Niemoeller

COLLABORATIVE CAPITAL ADVISORS LLC

NEW YORK, NY 10036

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CRD#: 7788572

Professional summary

Andrew Michael Niemoeller is a registered financial advisor currently at COLLABORATIVE CAPITAL ADVISORS LLC located in New York, New York.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Andrew has worked at 2 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Niemoeller'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

September 15, 2025 - Present

COLLABORATIVE CAPITAL ADVISORS LLC

Office #1: 1120 Ave Of The Americas 13th Floor, New York, NY 10036

RIA

CRD#: 337588

NEW YORK, NY

Past

September 22, 2023 - September 4, 2025

SAVANT WEALTH MANAGEMENT

RIA

CRD#: 107271

Chicago, IL

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

New York
(9/15/2025)

IAR

Pennsylvania
(9/15/2025)

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: 9/22/2023

Uniform Investment Adviser Law Examination

Current Firm

COLLABORATIVE CAPITAL ADVISORS LLC

CRD#: 337588 / SEC#: 801-134166

RIA

Registered Investment Advisory firm - (8/21/2025 120-Day Approval)

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Contact information

Main Address

1120 Ave Of The Americas 13th Floor, New York, NY 10036

Mailing Address

Phone number

(646) 933-5730

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - COLLABORATIVE CAPITAL ADVISORS LLC (8/28/2025)

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 M. Niemoeller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

COLLABORATIVE CAPITAL ADVISORS LLC

SAVANT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2023

Current Firm

COLLABORATIVE CAPITAL ADVISORS LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

COLLABORATIVE CAPITAL ADVISORS LLC

TRUST BUT VERIFY

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