Andrew Torok
Investment adviser representative at Vest Financial LLC
13 yearsExperience
2 statesRegistered in
CFADesignation
$51.8BFirm 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
13 years in the industry.
- Vest Financial, LLCJun 2024 to now
- Vest Securities, LLCJun 2024 to now
- Charles Schwab Investment AdvisoryJan 2020 to Dec 2021
- Charles Schwab & Co., Inc.Jan 2019 to Jun 2024
- Charles Schwab Bank, SsbJan 2019 to Jun 2024
- Charles Schwab Trust BankJan 2019 to Jun 2024
- InvescoApr 2015 to Jan 2019
- Wheaton CollegeMay 2013 to May 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, VA).
Vest Financial LLC
$51.8BAssets managed
180Clients
14Advisers
13 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
- 6485110
- Firm CRD
- 165976