Advisor at Griffin Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Griffin Financial Services
Location
Rotterdam Junction, NY
Credentials
Series 63, Series 65
Industry experience
33 years
$50,000.00 - $99,999.99: 2.00% $100,000.00 - $199,999.99: 1.75% $200,000.00 - $274,999.99: 1.65% $275,000.00 - $349,999.99: 1.55% $350,000.00 - $499,999.99: 1.45% $500,000.00 - $599,999.99: 1.35% $600,000.00 - $749,999.99: 1.25% $750,000.00+: 1.20%
Commissions are reported by the firm but specific amounts not detailed in brochure.
Hourly charges reported by the firm; specific rates not stated in brochure.
Account minimum: $50,000
APW Capital, Inc.
2005 - Present (21 years)
Griffin Financial Services
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63
Altamont, NY
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Andrew Altieri is a Vice President and Financial Consultant at Fidelity Investments. He partners with clients and their families to develop and implement personalized financial plans tailored to their specific needs. His approach is based on a clear process emphasizing integrity and candor. Andrew has been with Fidelity Investments since 2015, progressing through roles including Relationship Manager, Investment Consultant, Financial Consultant, and currently Vice President. Prior to joining Fidelity, he worked as a Financial Advisor at Northwestern Mutual from 2013 to 2015.
Series 66
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Edward Jones
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Series 66
Albany, NY
Edward Jones
CFP®, Series 66
Malta, NY
Edward Jones
Series 63
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Edward Jones
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