Andrew John Pallas
Investment adviser representative at Minichmacgregor Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$722.9MFirm 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 assetsFixed 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
10 years in the industry.
- Minichmacgregor Wealth Management, LLCOct 2022 to now
- LPL Financial LLCMay 2020 to Oct 2022
- LPL Financial LLCAug 2019 to Oct 2019
- Cap Com FinancialSep 2017 to Oct 2022
- AXA AdvisorsMay 2016 to Sep 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (NY).
Minichmacgregor Wealth Management, LLC
$722.9MAssets managed
928Clients
8Advisers
17 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
- 6113250
- Firm CRD
- 151237