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Andrew John Neiderer

Investment adviser representative at Selective Wealth Management, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$454.8MFirm 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.

  • Financial planning
  • Portfolio management

Experience

10 years in the industry.

  1. Selective Wealth Management, Inc.Jun 2021 to now
  2. Montvue Capital ManagementFeb 2018 to Jun 2021
  3. Lane, Staley & Associates-ameriprise Financial Services, Inc.Apr 2016 to Feb 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

Selective Wealth Management, Inc.

$454.8MAssets managed
697Clients
9Advisers
9 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
6275351
Firm CRD
164882
Advisor's SEC record (opens in a new tab)
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