Andrew Argen
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
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.
- FacetJan 2026 to now
- Raymond James & Associates, Inc.Mar 2023 to Jan 2026
- Empower Financial Services, IncJan 2023 to Mar 2023
- Morgan Stanley Private Bank, N.ADec 2020 to Nov 2022
- Morgan StanleyJun 2020 to Nov 2022
- Kanes FurnitureAug 2017 to Jun 2020
- KekesJan 2017 to Aug 2017
- Abby's Health and NutritonApr 2016 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
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
- 7269256
- Firm CRD
- 285961