Andrew Charles Medlicott

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → Present
  Cetera Investment Services Llc
  St Coud, MN
• 05/2016 → 08/2021
  Robbins Mowing
  Bloomingburg, NY
• 10/2016 → 01/2018
  Kohls Corporation
  Wurtsboro, NY
• 06/2020 → Present
  Char Restaurants
  Campbell Hall, NY
• 02/2016 → 02/2020
  Fruit Queen Llc
  Monroe, NY
• 08/2016 → 05/2018
  Suny Orange
  Middletown, NY
• 08/2018 → 05/2020
  Pace University
  Pleasantville, NY
• 02/2022 → Present
  Cetera Investment Advisers Llc
  Fishkill, NY

Other Businesses

1) WAITER/MANAGER, HORSE AND SULKY PUB AND GRILL, DBA CHAR RESTAURANTS, 20/HRS/WK 2) STANDBY AMBULANCE DRIVER; 24 HRS ON CALL PER WEEK 3) TOWN ASSESSMENT BOARD FOR MAMKATING, HEAR GRIEVANCES FILED FROM PROPERTY OWNERS IN TOWN REGARDING THEIR ASSESSMENTS, 16HRS/YR, 1 NIGHT OF TRAINING. 4) REPRESENTATIVE COMMITTEE MEMBER FOR TOWN OF MAMAKATING COMMITTEE; GATHER SIGNATURES FOR CANDIDATES, VOTE TO ENDORSE LOCAL CANDIDATES. 5) CRYSTALCLEAR WEALTH PARTNERS LLP, DBA FOR CETERA BUSINESS, 25% OWNER

Exams

• S66 Uniform Combined State Law Examination
  2022-02-01

Other Names

• Andrew Medlicott