Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
23yrs
Based in Houston, Texas, Andrew Sharp is a fiduciary financial advisor with 23 years of industry experience. Andrew has been with Altere Financial since 2024; before that, Andrew spent four years at Level Four Advisory Services and four years at Charles Schwab & CO.. Andrew holds the CFP® designation.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 73% of advisors in Texas
Office1500 S Dairy Ashford Rd. Suite. 325, Houston, TX 77077
FirmAltere Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.49 million
Advisors at the firm3
States licensed ?1 state
Services through Altere Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Nov 2024 – nowAltere Financial, LLCCurrent firm
- 2016 – 2020Level Four Advisory ServicesPreviously
- 2012 – 2016Charles Schwab & CO., Inc.Previously
- 2010 – 2012Brokersxpress LLCPreviously
- May 2009 – Dec 2009Paul Comstock PartnersPreviously
- 2007 – 2009UBS Financial Services Inc.Previously
- Jun 2006 – Jan 2007Invesco AIM Private Asset Management, Inc.Previously
- 2003 – 2006UBS Financial Services Inc.Previously
Contact Andrew
(713) 899-6589Altere Financial main office 1500 S Dairy Ashford Rd. Suite. 325Houston, TX 77077Office · Get directions Firm websitealterefinancial.com
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Questions to ask Andrew
Tailored to Andrew’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Altere Financial at (713) 899-6589 and ask for Andrew Sharp. Andrew works from the Houston, TX office.
How long has Andrew been a financial advisor?
Andrew has been in the industry since 2003, about 23 years. More experience than 73% of advisors in Texas.
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?
Altere 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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