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Andrew Lee Sitzman

FIRST FINANCIAL EQUITY CORPORATION·SCOTTSDALE, Arizona
SIE, Series 27FIRST FINANCIAL EQUITY CORPORATION
7047 E GREENWAY PARKWAY, SCOTTSDALE, AZ 85254CRD# 6877630Firm CRD# 16507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Lee Sitzman · SCOTTSDALE, AZ
Registration
CRD #6877630 · FIRST FINANCIAL EQUITY CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
02

Disclosure History

Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

03

Firm Overview

Firm
FIRST FINANCIAL EQUITY CORPORATION
CRD 16507 · SEC 801-63970
AUM
$2.4B
Regulatory assets under management
Employees
174
5,755 client accounts
Services offered by FIRST FINANCIAL EQUITY CORPORATION
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at FIRST FINANCIAL EQUITY CORPORATION →
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Frequently Asked Questions

What services does Andrew Lee Sitzman offer?
Andrew Lee Sitzman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Andrew Lee Sitzman's credentials?
Andrew Lee Sitzman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Lee Sitzman located?
Andrew Lee Sitzman is based in SCOTTSDALE, Arizona, working with FIRST FINANCIAL EQUITY CORPORATION. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Andrew Lee Sitzman charge for services?
Andrew Lee Sitzman's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST FINANCIAL EQUITY CORPORATION?
FIRST FINANCIAL EQUITY CORPORATION has approximately 174 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FIRST FINANCIAL EQUITY CORPORATION

Jeffrey Scott Graves
SCOTTSDALE, AZ
Melissa Ann Strouse
SCOTTSDALE, AZ
Tammy Lynn Steffen
SCOTTSDALE, AZ
Geoff Adam Havre
SCOTTSDALE, AZ
George Edward Fischer
SCOTTSDALE, AZ
CFA
Julie Jane Gebert
SCOTTSDALE, AZ

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Research
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