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Andrew King Fleschner

Fleschner Investments

West Palm Beach, FL

CRD 3226126

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Employer firm

Fleschner Investments CRD 244787

$4.90M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Fleschner Investments

West Palm Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-27
  • FL RA
    APPROVED
    Since 2026-03-27

Branch Locations

West Palm Beach, FL • 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
Andrew King Fleschner West Palm Beach FL 05/2015 Present
  • 05/2015 → Present
    Andrew King Fleschner
    West Palm Beach, FL
Previous Registrations
  • 2015-10-05 → 2025-12-31
    Fleschner Investments
    West Palm Beach, FL
  • 2004-10-20 → 2004-11-09
    Banc Of America Investment Services, Inc.
    Clinton, CT
  • 2004-04-23 → 2004-10-20
    Quick & Reilly, Inc.
    New Haven, CT
  • 2001-02-08 → 2002-12-02
    Prudential Equity Group, Llc
    New Haven, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-05-14
S63 Uniform Securities Agent State Law Examination 1999-06-28
  • S65 Uniform Investment Adviser Law Examination
    2015-05-14
  • S63 Uniform Securities Agent State Law Examination
    1999-06-28

View on SEC IAPD

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