Andrew Magdar has been an investment adviser representative at Oakmont Wealth Advisory since May 2026, and is not listed among the firm’s executive officers or direct owners. Andrew Magdar holds a B.S. in Finance and Financial Planning & Wealth Management from the University of Delaware.
Oakmont Wealth Advisory, LLC is a Columbia, MD firm with $124M under management, 65 clients and 2 advisers in one office, as of its March 2026 filing.
Andrew Magdar is Financial Planning Analyst at White Oak Wealth Management. He joined the firm in June 2026 after interning with it in 2024 and 2025. He works with the advisory team on Roth conversion modeling, tax planning analysis, portfolio reviews and client meeting support, and maintains each client's planning information.
- White Oak Wealth ManagementCurrent– present · under a yearColumbia, MD · Adviser representative · Firm CRD 299021
Investment adviser representative registrations
Andrew Magdar is registered as an investment adviser representative in Maryland, since May 2026.
- MarylandSince 9 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 May 2026 |
| SIE | Securities Industry Essentials Examination | 22 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Andrew Ethan Magdar
- CRD
- 8101143
- Firm
- Oakmont Wealth Advisory · CRD 299021
- Office
- 8840 STANFORD BOULEVARD, SUITE 4000, Columbia, MD 21045
- Registration
- Investment adviser registration
- In the industry since
- May 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- whiteoakwealthmanagement.com
Where does Andrew Magdar work?
Andrew Magdar is an investment adviser representative registered through Oakmont Wealth Advisory, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Magdar a financial advisor?
Yes. Andrew Magdar has a current investment-adviser registration in Maryland, through Oakmont Wealth Advisory since May 2026.
How many years of experience does Andrew Magdar have?
Andrew Magdar has 0 years in the financial industry, since May 2026, across 1 adviser firm.
What exams has Andrew Magdar passed?
Andrew Magdar has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2024.
Where is Andrew Magdar based?
Andrew Magdar’s registered office is in Columbia, MD.
Is Andrew Magdar registered with FINRA?
No. Andrew Magdar has no current broker registration.
How can I verify Andrew Magdar’s record?
Search CRD 8101143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Magdar’s full registration record.