746
Andrew D. Filipek
President, SFBC
Independent Franchise Owner NetworkBiography
At San Francisco Brokerage Company (“SFBC”) we help clients understand their individual risk profiles and how to effectively plan for their financial goals. Andrew D. Filipek serves as President of SFBC, an independent branch of Wedbush Securities. He has spent the past 25-plus years building strong personal relationships with his retail and institutional clients, resulting in a more educated approach to providing solid financial advice.
Andrew founded SFBC in 2002, the independent OSJ in San Francisco and managed the office of 10 brokers, with total assets under management of about $100 Million. In 2008 Andrew joined Wedbush Securities with the acquisition of one of its independent offices, Terra Linda Financial in San Rafael, folding it into SFBC. Prior to Wedbush and SFBC, he was associated with the Baraban Securities, Inc., Heritage Group, Thomas White & Co, Acument Securities and First Discount Brokerage.
Andrew also serves as President and Deputy Chairman of Wedbush Europe SP z.o.o., the European subsidiary of Wedbush Capital, established with Edward W. Wedbush in 2010 as the first foreign subsidiary of Wedbush Capital. Andrew was instrumental in organizing the first Global Life Science and Energy Conference in Warsaw on the floor of the Warsaw Stock Exchange and assisted in listing three U.S. companies on the exchange.
RECOGNITION
- Past Master of Masonic Lodge #556 in Fairfax, California
- Past Master of the Lodge of Consistory in SF Scottish Rite
COMMUNITY INVOLVEMENT/MEMBERSHIP
- Member of Shriners Yacht Club
- Chairman of the Shriners Financial Committee
- Member of the Shriners, Jesters and Scottish Rite
- Member of the Freemason Lodges in Larkspur, San Francisco and New York
- Active participant in the Local Government activities
- Member of the San Francisco Historical Society
SPECIALIZATIONS
- Asset Management
- Financial Planning
- Stocks and Bonds
- Wealth Management
Credentials
- Series 4, 7, 24, 63, and 66 securities licenses
- Bachelor’s Degree in Economics, and MBA, from Pacific Western University
- He is licensed in eight states – AZ, CA, CO, FL, GA, NC, NJ, and NY