Andrew Gentile

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About Andrew Gentile

Andy has an extensive background in the financial services industry. He began his career with American Express Financial Advisors in 1983, and worked with them until joining Prudential Financial in 1998. Andy then founded his independent practice, Ascend Wealth Management, LLC. in 2009 with the belief that an objective approach is more beneficial for his clients. To better serve his Florida clients, Andy joined Novem Group in Jupiter Florida in June 2019.

Andy earned a Bachelor of Arts degree in Economics from Fordham University in New York, New York. He also holds the Certified Financial Planner (CFP^®) designation from the College of Financial Planning, and the Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Leadership Fellow (CLF) from the American College, the Certified Divorce Financial Analyst (CDFA) designation from the Institute for Divorce Financial Analysts, the Accredited Investment Fiduciary (AIF) from Fi360 along with the Certified Long-Term Care (CLTC) designation. He holds the Series 7, 24, 51, 63 and 65 licenses with FINRA and various state insurance licenses.

Andy is also an active member in various industry groups as a member of the National Association of Insurance and Financial Advisors (NAIFA), the Society of Financial Services Professionals (FSP), and the Financial Planning Association (FPA). In 2004 Andy became a member of the prestigious Research Agency Group (RAGS) of the Life Insurance Marketing and Research Association (LIMRA).

He is an active member of Christ Fellowship church in Palm Beach Gardens Fl and enjoys golf in his free time.

See Disclosures

General Information

Firm Start Year

1994

No. of Employees

20-49

CRD#

1199626

Name of Broker/Dealer

American Portfolios

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Physicians (Endorsed by the American Medical Association) and Couples going thru the divorce process, Businesses, Individual Investors

Advisory Services Provided

Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CLU^®, CLTC^®, Chartered Leadership Fellow (CLF), ChFC^®, CDFA^®, AIF^®

Securities Licenses

Series 7, Series 24, Series 53, Series 63, Series 65

Insurance and Annuity Licenses

Life, Variable Annuity, Long Term Care, Variable Life, Health, Annuity, Accident, Disability

Financial Organization Memberships

Million Dollar Roundtable, Financial Planning Association (FPA), Society of Financial Services Professionals, National Association of Personal Financial Advisors (NAPFA), National Association of Insurance and Financial Advisors (NAIFA)

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee, Hourly, Based on Assets

Additional Details on Charges

We offer a complimentary initial consultation and will determine our fee at the conclusion of the initial meeting based on the complexity of your situation.

Education

Bachelor of Arts - Economics

Fordham University
August 1979 -May 1983

CERTIFIED FINANCIAL PLANNER® CFP - CFP®

College of Financial Planning
November 1984 - March 1987

Chartered Financial Consultant ChFC - ChFC

The American College
April 1984 - October 1989

Chartered Life Underwriter CLU - CLU

The American College
April 1987 - October 1989

Certified Divorce Financial Analyst CDFA - Divorce Financial Planning

Institute for Divorce Financial Analysts
05-17 -08-19

Accredited investment Fiduciary AIF - Investments

FI360
01/2019 -06/2020

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1879100/paladinregistry-Novem-Group-detailed-disclosure.html

Disclaimer

Securities offered through American Portfolios Financial Services, Inc., Member: FINRA, SIPC. Advisory services offered through Novem Group, an SEC-Registered Investment Adviser, which is not affiliated with American Portfolios Financial Services, Inc.

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Paladin Research Report For:

Novem Group