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Andrew Gordon Gaines

Investment adviser representative at Englebert Financial Advisers, LLC
9 yearsExperience
2 statesRegistered in
$156.6MFirm assets
2 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 fee

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

9 years in the industry.

  1. Englebert Financial Advisers, LLCJan 2024 to now
  2. Raf EquityJun 2023 to Aug 2023
  3. Campania InternationalJun 2022 to Aug 2022
  4. Mules Soccer AcademyJun 2021 to Jul 2021
  5. Muhlenberg CollegeAug 2020 to Jun 2024
  6. Bear Creek Mountain ResortDec 2018 to Apr 2024
  7. Bear Creek Mountain ResortDec 2017 to Apr 2018
  8. Emmaus High SchoolAug 2015 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

Registered as an investment adviser representative in 2 states (PA, TX).

Englebert Financial Advisers, LLC

$156.6MAssets managed
297Clients
3Advisers
2 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
7980503
Firm CRD
300568
Advisor's SEC record (opens in a new tab)
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