Andrew P Graser
Investment adviser representative at LPL Financial LLC
11 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- LPL Financial LLCSep 2025 to now
- Trumark FcuSep 2025 to now
- Entoro Investments, LLCJun 2020 to Apr 2021
- Entoro Capital, LLCAug 2019 to Apr 2021
- Entoro Securities, LLCAug 2019 to Apr 2021
- Foresight Global AdvisorsJun 2019 to Apr 2020
- Yellow Springs HoldingsJan 2019 to Aug 2025
- Foreside Fund Services, LLCApr 2016 to Dec 2018
- Rothschild & Co. Asset Management US Inc.Sep 2015 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (PA).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2153730
- Firm CRD
- 6413