Unclaimed Profile

Andrew D Sathe

MCF ADVISORS, LLC·COVINGTON, Kentucky

SIE, Series 6, Series 63, Series 65CFPClean record15 years registeredMCF ADVISORS, LLC

50 E. RIVERCENTER BLVD.,, COVINGTON, KY 41011CRD# 5781324Firm CRD# 130372

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew D Sathe · COVINGTON, KY

Registration

CRD #5781324 · MCF ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

MCF ADVISORS, LLC

Jan 2017 – present

MCF ADVISORS, LLC

May 2013 – Dec 2016

COVINGTON, KY

NFP SECURITIES, INC.

Jan 2011 – Mar 2013

COVINGTON, KY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 3, 2011

Years registered · 15

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCF ADVISORS, LLC

CRD 130372 · SEC 801-62765

AUM

$2.9B

Regulatory assets under management

Employees

4,260 client accounts

Services offered by MCF ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCF ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew D Sathe offer?

Andrew D Sathe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Andrew D Sathe's credentials?

Andrew D Sathe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew D Sathe located?

Andrew D Sathe is based in COVINGTON, Kentucky, working with MCF ADVISORS, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Andrew D Sathe charge for services?

Andrew D Sathe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCF ADVISORS, LLC?

MCF ADVISORS, LLC has approximately 34 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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