Andrew Shaffer has been an investment adviser representative at Shaffer Capital Advisers since April 2026, and is not listed among the firm’s executive officers or direct owners. Andrew Shaffer holds a Bachelor of Science in Business Administration from Bowling Green State University.
Shaffer Capital Advisers, LLC is a Westerville, OH firm with $211M under management, 201 clients and 4 advisers in one office, as of its May 2026 filing.
Andrew B. Shaffer is Wealth Management Advisor of Shaffer Capital. He joined the firm in December 2025. He helps clients of the firm build comprehensive financial plans and manage investment portfolios.
- Shaffer CapitalCurrent– present · under a yearWesterville, OH · Adviser representative · Firm CRD 150106
Investment adviser representative registrations
Andrew Shaffer is registered as an investment adviser representative in Ohio, since April 2026.
- OhioSince 30 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Benjamin Shaffer
- CRD
- 8259626
- Firm
- Shaffer Capital Advisers · CRD 150106
- Office
- 550 POLARIS PARKWAY, SUITE 130, Westerville, OH 43082
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- shaffercapital.net
Where does Andrew Shaffer work?
Andrew Shaffer is an investment adviser representative registered through Shaffer Capital Advisers, LLC since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Shaffer a financial advisor?
Yes. Andrew Shaffer has a current investment-adviser registration in Ohio, through Shaffer Capital Advisers since April 2026.
How many years of experience does Andrew Shaffer have?
Andrew Shaffer has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Andrew Shaffer passed?
Andrew Shaffer passed the Series 65 in April 2026.
Where is Andrew Shaffer based?
Andrew Shaffer’s registered office is in Westerville, OH.
Is Andrew Shaffer registered with FINRA?
No. Andrew Shaffer has no current broker registration.
How can I verify Andrew Shaffer’s record?
Search CRD 8259626 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Shaffer’s full registration record.
