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Andrew John Neiderer

Selective Wealth Management, Inc.

Forest, VA

CRD 6275351

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Employer firm

Selective Wealth Management, Inc. CRD 164882

$455M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Selective Wealth Management, Inc.

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-16
VA RA APPROVED 2021-06-16
  • TX RA
    APPROVED
    Since 2021-06-16
  • VA RA
    APPROVED
    Since 2021-06-16

Branch Locations

1149 Vista Park Drive Unit D, Forest, VA 24551 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montvue Capital Management Lynchburg VA 02/2018 06/2021
Lane, Staley & Associates-Ameriprise Financial Services, Inc. Lynchburg VA 04/2016 02/2018
Selective Wealth Management, Inc. Forest VA 06/2021 Present
  • 02/2018 → 06/2021
    Montvue Capital Management
    Lynchburg, VA
  • 04/2016 → 02/2018
    Lane, Staley & Associates-Ameriprise Financial Services, Inc.
    Lynchburg, VA
  • 06/2021 → Present
    Selective Wealth Management, Inc.
    Forest, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-20
  • S66 Uniform Combined State Law Examination
    2016-06-20
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

OSAIC INSTITUTIONS, INC.
HSC WEALTH ADVISORS
YORKTOWN MANAGEMENT AND RESEARCH CO INC

Nearby Investors

WILLIAM MICHAEL HERBERT
JUSTIN MILES VICTOR
JOEL ERIK BENGDS

Nearby Offices

OSAIC INSTITUTIONS, INC. · FOREST, VA
HSC WEALTH ADVISORS · FOREST, VA
YORKTOWN MANAGEMENT AND RESEARCH CO INC · FOREST, VA

More in Forest, VA

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