AS
Andrew P. Schweitzer
CETERA INVESTMENT ADVISERS LLC
COLD SPRING, KY 41076
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CRD#: 8021618
AS
Professional summary
Andrew Paul Schweitzer, who also goes by Andy Paul Schweitzer, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Cold Spring, Kentucky.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Andrew has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Andy Paul Schweitzer
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)CONSOLIDATED BUSINESS SERVICES INC POSITION: President NATURE: This is a non operating parent company. It is the parent S-corporation set up specifically to facilitate the filing of a consolidated tax return for the 2 daughter operating QSSS entities: A P Schweitzer Tax Service Inc (QSSS) and A P Schweitzer Insurance Agency Inc (QSSS). INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/12/2007 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: No Responsibilities. Non-operating parent S-corp only. 2)A P SCHWEITZER INVESTMENTS, INC. POSITION: President NATURE: Real Estate Holding Company, although this company currently holds no assets. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 08/27/2018 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: No responsibility, no activities. 3)A P SCHWEITZER INSURANCE AGENCY INC POSITION: President / P & C Agent NATURE: Independent Property & Casualty Insurance Agency. Selling and servicing policies for such carriers as Safeco, Grange, Travelers, Progressive, and others. Quoting and suggesting coverages for insureds. Home, auto, umbrella, commercial and professional liability, workers comp, business property. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/07/2007 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: Quoting and suggesting property & casualty coverages for insureds. Selling and services policies. 4)A P SCHWEITZER TAX SERVICE INC POSITION: President / CPA NATURE: Independent certified public accountant offering financial statement preparation, tax compliance, and payroll processing services. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 125 START DATE: 12/07/2007 ADDRESS: 4135 Alexandria Pike, Ste 205, Cold Spring KY 41076, United States DESCRIPTION: New client prospecting and existing client relationships. Manage staff and oversee productivity. Train tax interns. Also, financial statement preparation and review with client. Prepare tax returns and review with client.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Paul Schweitzer'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 3955 Alexandria Pike Suite D, Cold Spring, KY 41076RIA
CRD#: 105644
COLD SPRING, KY
Past
January 21, 2025 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Cold Spring, KY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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
Kentucky(9/5/2025)
Exams
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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