Andrew Bernard King

Employer firm

Thrive Wealth Management, LLC CRD 168777

$1.58B regulatory AUM 19 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2024 → 03/2026
  Mml Investors Services, Llc
  Radnor, PA
• 05/2022 → 03/2026
  Massmutual Life Insurance Company
  Radnor, PA
• 06/2021 → 08/2021
  Wesselt Capitol Group
  Collegeville, PA
• 07/2018 → 06/2022
  Temple University
  Philadelphia, PA
• 09/2014 → 06/2018
  Archbishop John Carroll High School
  Radnor, PA
• 03/2026 → Present
  Thrive Wealth Management, Llc
  Audubon, PA

Other Businesses

Independent Insurance Agent through Highland Capital Brokerage since April 2022; Investment-Related: Yes; Insurance sales; approximately 10 hours per month, all during securities trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-04-03
• S63 Uniform Securities Agent State Law Examination
  2025-03-28

Other Names

• Andrew King