Andrew Raymond Scheirer
Investment adviser representative at Api Financial Advisors, LLC
18 yearsExperience
1 stateRegistered in
$84.7MFirm assets
7 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Api Financial Advisors, LLCMar 2020 to now
- Aston Crest Wealth Management, LLCOct 2007 to now
- Purshe Kaplan Sterling InvestmentsMar 2020 to Feb 2025
- Kovack Advisors, Inc.Dec 2014 to Mar 2020
- Kovack Securities, Inc.Dec 2014 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (FL).
Api Financial Advisors, LLC
$84.7MAssets managed
227Clients
13Advisers
7 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
- 4256666
- Firm CRD
- 304586