Andrew
Birkmire
55 North Private Wealth
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About this Advisor
Andrew Birkmire is a financial advisor based in Winter Park, Florida, working with 55 North Private Wealth. Andrew has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Boots Steakhouse, Bahama Breeze, Bonefish Grill, Oviedo High School, Valencia Community College, Western Carolina University, Resources Global Professionals, Bank Of America, N. A, Independent Financial Partners, Ifp Securities LLC, and 55 North Private Wealth. Andrew has passed the Series 66 regulatory exam and is registered to provide services in Florida and Texas. Currently, Andrew is part of 55 North Private Wealth, which is located in Winter Park, Florida. The firm has 6 employees and manages assets totaling $366.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at 55 North Private Wealth is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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55 North Private Wealth Brokerage Details
$366,783,137
6
557
$658,498
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Birkmire Work History
55 North Private Wealth
Independent Financial Partners
Ifp Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Boots Steakhouse
Bank Of America, N. A
Resources Global Professionals
Western Carolina University
Bahama Breeze
Bonefish Grill
Valencia Community College
Oviedo High School
Disclosures
Please visit the SEC profile of Andrew Birkmire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 55 North Private Wealth
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
Winter Park, FL
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