Schaeffer Financial
47yrs
Top advisor by experience in Rockville
25yrs
Andrew Seested
Financial advisor at LPL Financial
Andrew Seested has worked in the financial industry for 25 years and is a fiduciary financial advisor based in Rockville, Maryland. After two years at Truist Advisory Services and three years at Wells Fargo Advisors, Andrew joined LPL Financial in 2023, a firm offering financial planning, investment management, and educational workshops. LPL Financial reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 424 advisors with offices in Rockville, and one of 396 fiduciaries.
At a glance
Experience25 years (since 2001)
How that compares ?More experience than 72% of advisors nationwide
OfficeRockville, MD
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?2 states
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2021 – 2023Truist Advisory Services, Inc.Previously
- 2018 – 2021Wells Fargo Clearing Services, LLCPreviously
- Apr 2014 – Jan 2016LPL Financial LLCPreviously
- Mar 2012 – Oct 2013PNC Wealth Management LLCPreviously
- Feb 2009 – Jul 2010PNC Wealth Management LLCPreviously
- 2006 – 2009UBS Financial Services Inc.Previously
- Nov 2004 – Nov 2006Citigroup Global Markets Inc.Previously
Earlier career (1 more)
- 2001 – 2004UBS Financial Services Inc.Previously
Contact Andrew
Rockville, MDOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Andrew
How do I contact Andrew?
Call LPL Financial at (704) 733-3300 and ask for Andrew Seested. Andrew works from the Rockville, MD office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2001, about 25 years. More experience than 72% of advisors nationwide.
What licenses does Andrew hold?
Series 66. Tap any license on this page to see what it allows.
Is Andrew a fiduciary?
Andrew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Andrew paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Andrew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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