AW
Andrea Wolfe
from Conscious Capital Wealth Management, LLC
Andrea Wolfe is a financial advisor based in New York, Woodbury,
with 16 years of experience. Andrea currently works for
Conscious Capital Wealth Management, LLC.
Andrea maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Andrea Wolfe works at Conscious Capital Wealth Management, LLC
Conscious Capital Wealth Management, LLC is a financial advisory firm based in Woodbury, New York. It currently has approximately $117,177,857 of assets under management and employs about 8 people. Conscious Capital Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees, performance-based fees and %of client assets invested in model portfolios managed by others.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees, performance-based fees and %of client assets invested in model portfolios managed by others
Office location
7600 Jericho Turnpike, Suite 304, Woodbury, New York, 11797
Advisor can help with
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