Andrew Kiefer
Investment adviser representative at Emergent Wealth Advisors, LLC
20 yearsExperience
1 stateRegistered in
$249.1MFirm assets
10 yearsFirm in business
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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
Experience
20 years in the industry.
- Emergent Wealth Advisors, LLCAug 2021 to now
- Village of KenmoreAug 2006 to now
- Andrew Kiefer, Sole ProprietorJul 2017 to Mar 2021
- Lincoln InvestmentJan 2017 to Aug 2021
- Legend Advisory CorporationOct 2015 to Sep 2019
- Legend Equities CorporationApr 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NY).
Emergent Wealth Advisors, LLC
$249.1MAssets managed
370Clients
4Advisers
10 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
- 6484509
- Firm CRD
- 174845