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Andrew W

Series 66

Chester, NJ

Trust Advisory Group Ltd

Andrew Wyman is a financial advisor at Trust Advisory Group Ltd with 26 years of industry experience. He holds a Series 66 designation and has worked at several firms including StoneX Securities Inc, Morristown Capital Associates LLC, and Source Capital Group. Wyman is also involved with Morristown Capital Associates LLC, where he focuses on wealth management. Trust Advisory Group Ltd serves individual and high-net-worth clients as well as pension and retirement plan sponsors, offering portfolio management, financial planning, and consulting through a team of approximately 30 advisors managing about $494 million in discretionary assets. The firm employs a variety of investment strategies including proprietary models and third-party platforms, and operates within a broader group following its recent acquisition by StoneX Advisors Inc.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k)
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