Andrew James Mescon
Investment adviser representative at Ballast Rock Private Wealth
13 yearsExperience
3 statesRegistered in
$405.7MFirm assets
2 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Ballast Rock Private Wealth LLCSep 2022 to now
- Integrity Financial Corp.May 2013 to Aug 2022
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 3 states (CA, SC, TX).
Ballast Rock Private Wealth
Legal name: Ballast Rock Private Wealth LLC
$405.7MAssets managed
251Clients
10Advisers
2 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
- 4396288
- Firm CRD
- 322064