Andrew Lee Ehrlich
Investment adviser representative at Ehrlich Financial Group
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$250.1MFirm assets
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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
- Pension consulting
Experience
19 years in the industry.
- Ehrlich Financial GroupMay 2023 to now
- The Ehrlich Group LLC dba Ehrlich Financial GroupMay 2023 to now
- Ameriprise Financial Services, Inc.May 2007 to May 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ehrlich Financial Group
Legal name: The Ehrlich Group LLC
$250.1MAssets managed
207Clients
4Advisers
3 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
- 4868523
- Firm CRD
- 325595