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Andrew Policastro

NEA'S MEMBER BENEFITS CORPORATION·GAITHERSBURG, Maryland
Clean recordNEA'S MEMBER BENEFITS CORPORATION
900 CLOPPER ROAD, GAITHERSBURG, MD 20878-1360CRD# 6264546Firm CRD# 138196

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Policastro · GAITHERSBURG, MD
Registration
CRD #6264546 · NEA'S MEMBER BENEFITS CORPORATION
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Policastro is a registered financial advisor based in GAITHERSBURG, Maryland, affiliated with NEA'S MEMBER BENEFITS CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
NEA MEMBER BENEFITS
NEA MEMBER BENEFITS
AUM
Regulatory assets under management
Employees
93
Total firm employees
Services
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Subscription fees
Other: SEE SCHEDULE D MISCELLANEOUS
Regulatory
SEC/IARD CRD# 6264546
Firm CRD# 138196
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Policastro offer?
Andrew Policastro is a registered financial advisor in GAITHERSBURG, Maryland. Contact their office for details on services offered.
What are Andrew Policastro's credentials?
Andrew Policastro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Policastro located?
Andrew Policastro is based in GAITHERSBURG, Maryland, working with NEA'S MEMBER BENEFITS CORPORATION. Their office serves clients in the GAITHERSBURG metropolitan area and surrounding communities.
How does Andrew Policastro charge for services?
Andrew Policastro's firm is compensated through subscription fees, other: see schedule d miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEA'S MEMBER BENEFITS CORPORATION?
NEA'S MEMBER BENEFITS CORPORATION has approximately 93 employees. The firm is registered with the SEC as an investment adviser.
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