Andrea Beth Sheikh

Current Employers

Employment History

• 01/2013 → 01/2018
  Nylife Securities Llc
  New York, NY
• 01/2013 → 01/2018
  Eagle Strategies Llc
  New York, NY
• 07/2016 → 07/2017
  Nextsource
  New York, NY
• 01/2018 → 06/2018
  N/A
  Hypoluxo, FL
• 06/2018 → 09/2019
  Lincoln Financial Advisors, Inc
  Pompano Beach, FL
• 09/2019 → 05/2022
  Lincoln Financial Advisors, Inc
  Boca Raton, FL
• 05/2022 → 09/2023
  Sagepoint Financial, Inc.
  Palm City, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Palm City, FL

Previous Registrations

• 2022-05-09 → 2023-09-01
  Osaic Services, Inc.
  Palm City, FL
• 2018-06-22 → 2022-05-09
  Osaic Fa, Inc.
  Pompano Beach, FL
  Scottsdale, AZ
  Boca Raton, FL
  Boca Raton, FL
• 2013-01-25 → 2018-01-18
  Eagle Strategies Llc
  New York, NY
• 2004-08-27 → 2012-10-19
  Independent Portfolio Consultants, Inc.
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

1) SUCCESSOR TRUSTEE FOR COUSIN'S SPECIAL NEEDS TRUST POSITION: Successor Trustee NATURE: I am a successor trustee for my cousin's special needs trust. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 514 NW 8th Ave, Delray Beach FL 33444, United States DESCRIPTION: Nothing at the moment. 2) IRONBRIDGE WEALTH COUNSEL POSITION: Chief of Staff NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 100 START DATE: 06/01/2018 ADDRESS: 2874 SW Brighton Way, Palm City FL 34990, United States DESCRIPTION: Andrea serves as the Chief of Staff for IronBridge Wealth Counsel, LLC. In this role, Andrea supports the Managing Partner and focuses on strategic initiatives, project management and increased organizational effectiveness and efficiency. Previously, Andrea worked as Wealth Management Specialist supporting the investment management division. 3) UNITY SCHOOL POSITION: Fundraising Coordinator NATURE: I am a member of the Unity School Service Organization (USSO). It's a parent board for my children's school. We support the school in hosting family events and furthering the education of our children. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 2 START DATE: 09/01/2025 ADDRESS: 101 NW 22nd Street, Delray Beach FL 33444, United States DESCRIPTION: I attend meetings at the school to discuss various activities happening at the school like family recruitment, trunk or treat, annual gala, etc. I discuss strategy for fundraising efforts. However, the school development office manages the logistics and collections of funds. I have no interaction with the bank accounts, collection of funds, etc. DESCRIPTION: I attend meetings at the school to discuss various activities happening at the school like family recruitment, trunk or treat, annual gala, etc. 4) FINANCIAL PEACE UNIVERSITY POSITION: Volunteer Coordinator NATURE: The Avenue Church INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 2599 N Swinton Ave, Delray Beach, FL 33444, United States DESCRIPTION: We watch a video and then discuss it as a group. We typically teach in the fall and then are off for the rest of the year. This may occur once a year or not at all for a particular year depending on the church's schedule. 5) MINA PURSUITS LLC POSITION: Member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2025 ADDRESS: 514 NW 8th Ave, Delray Beach FL 33444, United States DESCRIPTION: This is the LLC for me to own shares in IronBridge Wealth Counsel.

Exams

• S66 Uniform Combined State Law Examination
  2004-08-23

Designations

Other Names

• Andrea Beth Galecki