Unclaimed Profile

Andrew Michael Shenberg

KRILOGY FINANCIAL LLC·ST. LOUIS, Missouri

SIE, Series 7, Series 66CFP CFAClean record23 years registeredKRILOGY FINANCIAL LLC

600 EMERSON ROAD, STE. 110, ST. LOUIS, MO 63141CRD# 4656537Firm CRD# 149046

Profile Verification

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

Identity

Andrew Michael Shenberg · ST. LOUIS, MO

Registration

CRD #4656537 · KRILOGY FINANCIAL LLC · 23 years registered

Brand Profile

Not yet started

Career History

ANDERSON HOAGLAND & CO

Feb 2023 – present

KRILOGY

Jun 2013 – Jan 2023

ST. LOUIS, MO

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jun 2012 – Nov 2012

SAINT CHARLES, MO

SUNSET FINANCIAL SERVICES, INC.

Oct 2011 – Jun 2012

ST CHARLES, MO

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2010 – Nov 2011

ST. CHARLES, MO

SECURIAN FINANCIAL SERVICES, INC.

Jan 2006 – May 2010

ST. LOUIS, MO

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

Jul 2003 – Mar 2004

CHESTERFIELD, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 31, 2003

Years registered · 23

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KRILOGY FINANCIAL LLC

CRD 149046 · SEC 801-69838

AUM

$3.5B

Regulatory assets under management

Employees

8,634 client accounts

Services offered by KRILOGY FINANCIAL LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KRILOGY FINANCIAL LLC →

Introduction

Speak with Andrew

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Andrew is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ST. LOUIS?

Browse all registered financial advisors in ST. LOUIS, Missouri or claim this profile if it's yours.

Browse ST. LOUIS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Andrew Michael Shenberg offer?

Andrew Michael Shenberg specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Andrew Michael Shenberg's credentials?

Andrew Michael Shenberg holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Michael Shenberg located?

Andrew Michael Shenberg is based in ST. LOUIS, Missouri, working with KRILOGY FINANCIAL LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Andrew Michael Shenberg charge for services?

Andrew Michael Shenberg'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 KRILOGY FINANCIAL LLC?

KRILOGY FINANCIAL LLC has approximately 68 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →