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Andrew Delmedico

Advisor at Solid Point Wealth Advisors, LLC

Updated today

Location

Manlius, NY

Credentials

CFP®, Series 63

Industry experience

11 years

About

Andrew Delmedico is a CFP® with 11 years of industry experience, currently serving as an advisor at Solid Point Wealth Advisors, LLC. He previously worked at Manning & Napier Advisors and Manning & Napier Investor Services. He holds board positions with the Estate Planning Council of Central New York and Westside Community Federal Credit Union, and serves as treasurer for a youth hockey coalition. Solid Point Wealth Advisors serves individual clients, including high-net-worth individuals, as well as plan sponsors and businesses, providing discretionary portfolio management, model-portfolio implementation, and retirement-plan advisory services. The firm uses a range of analytical approaches across various trading horizons and typically requires clients to direct brokerage to a specified custodian.

Client services

Based on Solid Point Wealth Advisors, LLC

Portfolio management

Expertise

Based on Solid Point Wealth Advisors, LLC

Wealth management Retirement income strategy

Occupation focus

Based on Solid Point Wealth Advisors, LLC

Founder/Business Owner

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Fee options

Percentage

Under $2 Million - $2,000,000: 1% $2,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable

Location

Manlius, NY

Most active in

New York

Work history

Solid Point Wealth Advisors, LLC

2024 - Present (2 years)

MANNING & NAPIER ADVISORS, llc

2019 - 2024 (5 years)

MANNING & NAPIER ADVISORS, llc

2018 - 2019 (1 year)

Manning & Napier Investor Services, Inc.

2014 - 2024 (10 years)

MANNING & NAPIER ADVISORS, llc

2013 - 2018 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Nancy G

Series 63, Series 65, Series 66

Syracuse, NY

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Wealth management
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Judson A

Series 63, Series 65, Series 66

Cazenovia, NY

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Wealth management General retirement planning Income planning Annuities Passive / index investing
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General retirement planning College savings (529s, UTMA, etc.) Debt management
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Chittenango, NY

Champion, Jessica

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General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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CFA®

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Active portfolio management Options & derivatives strategies
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Lucas S

Series 65

Syracuse, NY

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Tax-loss harvesting Options & derivatives strategies
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