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Andrew W Scheffer

Investment Adviser Representative at CORE PLANNING

Scarsdale, NYCRD #4430713Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
4 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew W. Scheffer has worked in the securities industry since 2012. They are registered to provide investment advisory services in California, Connecticut, Missouri, and New York.

Registrations & licenses

Registration type
Dual-registered
Registered in 4 states
CaliforniaConnecticutMissouriNew York
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 3/4/2019
Series 7
General Securities Representative Examination
Passed 2/9/2019
SIE
Securities Industry Essentials Examination
Passed 1/16/2019
Series 3
National Commodity Futures Examination
Passed 11/7/2002
Series 7
General Securities Representative Examination
Passed 10/8/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Source

CORE Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CORE PLANNINGCurrent
5/8/2024Scarsdale, NY
FIDELITY PERSONAL AND WORKPLACE ADVISORS
10/25/202210/25/2023Scarsdale, NY
EDWARD JONES
3/5/20199/2/2022Scarsdale, NY

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew W Scheffer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.