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Andrew Jay Barnett

WEALTH CREATION MANAGEMENT & TRANSFER, LLC·CHERRY HILL, New Jersey
Clean recordWEALTH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Jay Barnett is a registered financial advisor based in CHERRY HILL, New Jersey, affiliated with WEALTH CREATION MANAGEMENT & TRANSFER, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH CREATION MANAGEMENT & TRANSFER, LLC
WEALTH CMT
AUM
$264M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTH CREATION MANAGEMENT & TRANSFER, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1934586
Firm CRD# 147246
View on FINRA BrokerCheck →

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05

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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Other Advisors at WEALTH CREATION MANAGEMENT & TRANSFER, LLC

Andrew Jude Johnston
CHERRY HILL, NJ
Eric Matthew Feder
CHERRY HILL, NJ

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