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Andrew John Cialek

Investment adviser representative at Principle Wealth
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$3.2BFirm 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
  • Pension consulting

Experience

12 years in the industry.

  1. Principle WealthJan 2020 to now
  2. Principle Wealth Partners LLCJan 2020 to now
  3. Olio Financial PlanningJun 2017 to Jan 2020
  4. Jsw FinancialJun 2014 to Jun 2017

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (CT).

Principle Wealth

Legal name: Principle Wealth Partners LLC

$3.2BAssets managed
1,210Clients
21Advisers
8 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
6368405
Firm CRD
290180
Advisor's SEC record (opens in a new tab)
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