Unclaimed Profile

Robert Pensrot Andres

MERION WEALTH PARTNERS, LLC·BERWYN, Pennsylvania

Clean record23 years registeredMERION WEALTH PARTNERS, LLC

1235 WESTLAKES DRIVE, BERWYN, PA 19312CRD# 5787Firm CRD# 152680

Profile Verification

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

Identity

Robert Pensrot Andres · BERWYN, PA

Registration

CRD #5787 · MERION WEALTH PARTNERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MERION WEALTH PARTNERS, LLC

ANDRES CAPITAL MANAGEMENT, LLC

Jul 2015 – Dec 2017

BERWYN, PA

MERION WEALTH PARTNERS, LLC

Jan 2012 – Jan 2014

PAOLI, PA

SPARTAN CAPITAL MANAGEMENT, LLC

Jun 2008 – Jan 2012

WEST CHESTER, PA

HAVERFORD INVESTMENT MANAGEMENT, INC.

Mar 2006 – Dec 2007

RADNOR, PA

HAVERFORD FINANCIAL SERVICES, INC.

Sep 2005 – Dec 2007

RADNOR, PA

ANDRES CAPITAL MANAGEMENT,LLC

Oct 2002 – Sep 2005

BERWYN, PA

Registrations & Exams

Registration record

First registered · October 16, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MERION WEALTH PARTNERS, LLC

CRD 152680 · SEC 801-71083

AUM

$64M

Regulatory assets under management

Employees

459 client accounts

Services offered by MERION WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MERION WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Pensrot Andres offer?

Robert Pensrot Andres specializes in Financial Planning, Investment Management, Wealth Management.

What are Robert Pensrot Andres's credentials?

Robert Pensrot Andres is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Pensrot Andres located?

Robert Pensrot Andres is based in BERWYN, Pennsylvania, last registered with MERION WEALTH PARTNERS, LLC.

How does Robert Pensrot Andres charge for services?

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

How large is MERION WEALTH PARTNERS, LLC?

MERION WEALTH PARTNERS, LLC has approximately 12 employees and manages $64M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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