Andrew J. Powers
Investment adviser representative at Powers Investment Advisory Corporation
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$111.6MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Purshe Kaplan Sterling InvestmentsJan 2026 to now
- LPL Financial LLCJul 2025 to now
- Powers Investment Advisory CorporationJun 2005 to now
- Andrew Powers, Sole ProprietorJun 2006 to Jul 2025
- Cadaret, Grant & Co., Inc.Jul 2005 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Powers Investment Advisory Corporation
$111.6MAssets managed
101Clients
2Advisers
Under 1 yearIn 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
- 5007471
- Firm CRD
- 110401