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Andrea Joy Easterling

Fruitful

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About Andrea Joy Easterling

Andrea Easterling is a financial advisor with Fruitful, a firm headquartered in New York, NY. Andrea has experience in the financial industry, having previously worked at firms like KMS Financial Services, Inc. and Raymond James Financial Services, Inc. Andrea is licensed to provide financial advice in California and New York and holds the Series 7, Series 66 and SIE licenses. Andrea specializes in providing financial planning and portfolio management for individuals.

Firm Information

Andrea Easterling is currently registered with Fruitful. Fruitful is a registered investment advisor based in New York, NY. They provide financial planning and portfolio management services to individuals. The firm manages approximately $1,384,519 in assets for 89 clients. They are registered with the SEC under the SEC number 801-126497.
Fruitful

335 MADISON AVE., 3RD FL

NEW YORK, NY 10017

$1.38M

Assets Under Management

390

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Andrea Easterling’s Registration & Firm History

NY

01/16/2024 - Present

Fruitful (NEW YORK NY)

OR

08/23/2018 - 05/07/2019

KMS FINANCIAL SERVICES, INC. (PORTLAND OR)

OR

11/14/2016 - 07/26/2018

RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE OSWEGO OR)

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Licenses & Designations

BOTH

Issued 12/22/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/14/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Joy Easterling.
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