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Andrew John Mickley

Lakeside Planning

Macungie, PA

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Current Employers
Lakeside Planning

Macungie, PA • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-03-22
PA RA APPROVED 2021-01-04
  • TX RA
    APPROVED_RES
    Since 2021-03-22
  • PA RA
    APPROVED
    Since 2021-01-04

Branch Locations

Macungie, PA • 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
Deloitte Consulting Cincinnati OH 08/2014 12/2017
Mickley Consulting New York NY 01/2018 01/2019
Soostone New York NY 02/2019 Present
Lakeside Planning Llc Allentown PA 12/2017 Present
  • 08/2014 → 12/2017
    Deloitte Consulting
    Cincinnati, OH
  • 01/2018 → 01/2019
    Mickley Consulting
    New York, NY
  • 02/2019 → Present
    Soostone
    New York, NY
  • 12/2017 → Present
    Lakeside Planning Llc
    Allentown, PA
Other Businesses

Andrew Mickley is currently employed as the Head of Client Success at Soostone. This activity accounts for approximately 80% of his time.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-06
  • S65 Uniform Investment Adviser Law Examination
    2020-06-06
Other Names
  • Andrew J Mickley

View on SEC IAPD

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