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Andrea Corene Adie

Investment adviser representative at Focus Financial
10 yearsExperience
1 stateRegistered in
$6.8BFirm assets
16 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 assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

10 years in the industry.

  1. Focus FinancialAug 2026 to now
  2. Osaic Wealth IncMar 2026 to now
  3. Focus Financial Network IncJan 2020 to now
  4. UnemployedDec 2019 to Jan 2020
  5. Charles CuddSep 2019 to Dec 2019
  6. Unemployed/ Stay At Home MomMar 2016 to Sep 2019

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

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

Focus Financial

Legal name: Focus Financial Network, Inc.

$6.8BAssets managed
13,684Clients
121Advisers
16 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
7216899
Firm CRD
116140
Advisor's SEC record (opens in a new tab)
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