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Andrea Mohr Gandolfo

Bailard, Inc.

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About Andrea Mohr Gandolfo

Andrea Gandolfo is a registered investment advisor representative with Bailard, Inc. in Foster City, California. Andrea has been in the industry since November 1981 and has held various roles at Bailard, Inc. and Bailard Fund Services, Inc. Andrea has a Series 6, 62, 63, and 65 license, and is well-versed in the financial industry. Andrea has expertise in providing financial planning and portfolio management services to individuals, businesses, and investment companies.

Firm Information

Andrea Gandolfo is currently registered with Bailard, Inc.. Bailard, Inc. is an investment advisor headquartered in FOSTER CITY, CA. They offer a variety of services, including financial planning, portfolio management, and publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, charitable organizations, and pooled investment vehicles. They have $6,062,652,350 in regulatory assets under management.
Bailard, Inc.

950 TOWER LN

FOSTER CITY, CA 94404-2131

$6.06B

Assets Under Management

Not reported

Total Clients

39

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Andrea Gandolfo’s Registration & Firm History

CA

07/08/1997 - Present

Bailard, Inc. (FOSTER CITY CA)

CA

03/14/1988 - 06/26/2018

BAILARD FUND SERVICES, INC. (FOSTER CITY CA)

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Licenses & Designations

BC

Issued 04/15/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/19/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/26/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/16/1995

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 11/17/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrea Mohr Gandolfo.
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