Unclaimed Profile

Andrew Jay Barnett

WEALTH CREATION MANAGEMENT & TRANSFER, LLC·CHERRY HILL, New Jersey

SIE, Series 7, Series 63Clean record30 years registeredWEALTH CREATION MANAGEMENT & TRANSFER, LLC

200 LAKE DRIVE EAST, CHERRY HILL, NJ 08002CRD# 1934586Firm CRD# 147246

Profile Verification

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

Identity

Andrew Jay Barnett · CHERRY HILL, NJ

Registration

CRD #1934586 · WEALTH CREATION MANAGEMENT & TRANSFER, LLC · 30 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Oct 2023 – present

WEALTH CMT

Jul 2008 – Oct 2023

CHERRY HILL, NJ

HORNOR, TOWNSEND & KENT, INC.

Nov 2003 – Jul 2010

CHERRY HILL, NJ

ESTATE STRATEGIES, INC.

Nov 1995 – Oct 2008

PHILADELPHIA, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · November 2, 1995

Years registered · 30

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH CREATION MANAGEMENT & TRANSFER, LLC

CRD 147246 · SEC 801-80698

AUM

$264M

Regulatory assets under management

Employees

1,280 client accounts

Services offered by WEALTH CREATION MANAGEMENT & TRANSFER, 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 WEALTH CREATION MANAGEMENT & TRANSFER, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Jay Barnett offer?

Andrew Jay Barnett specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHERRY HILL, New Jersey for a consultation.

What are Andrew Jay Barnett's credentials?

Andrew Jay Barnett is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Jay Barnett located?

Andrew Jay Barnett is based in CHERRY HILL, New Jersey, working with WEALTH CREATION MANAGEMENT & TRANSFER, LLC. Their office serves clients in the CHERRY HILL metropolitan area and surrounding communities.

How does Andrew Jay Barnett charge for services?

Andrew Jay Barnett'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 WEALTH CREATION MANAGEMENT & TRANSFER, LLC?

WEALTH CREATION MANAGEMENT & TRANSFER, LLC has approximately 6 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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