Unclaimed Profile

Andrew Whitten Brick

BRICK & KYLE ASSOCIATES INC·NEWTOWN, Pennsylvania

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record26 years registeredBRICK & KYLE ASSOCIATES INC

905 MT EYRE RD, NEWTOWN, PA 18940CRD# 2545233Firm CRD# 107771

Profile Verification

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

Identity

Andrew Whitten Brick · NEWTOWN, PA

Registration

CRD #2545233 · BRICK & KYLE ASSOCIATES INC · 26 years registered

Brand Profile

Not yet started

Career History

BRICK & KYLE ASSOCIATES INC

Jan 2000 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 6, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRICK & KYLE ASSOCIATES INC

CRD 107771 · SEC 801-55370

AUM

$398M

Regulatory assets under management

Employees

342 client accounts

Services offered by BRICK & KYLE ASSOCIATES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRICK & KYLE ASSOCIATES INC →

Introduction

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Frequently Asked Questions

What services does Andrew Whitten Brick offer?

Andrew Whitten Brick specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Andrew Whitten Brick's credentials?

Andrew Whitten Brick holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Whitten Brick located?

Andrew Whitten Brick is based in NEWTOWN, Pennsylvania, working with BRICK & KYLE ASSOCIATES INC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Andrew Whitten Brick charge for services?

Andrew Whitten Brick's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRICK & KYLE ASSOCIATES INC?

BRICK & KYLE ASSOCIATES INC has approximately 6 employees and manages $398M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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