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Andrew David Strobert

Amundi Asset Management US, Inc.

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About Andrew David Strobert

Andrew Strobert is a registered representative with Amundi Asset Management US, Inc. in Boston, MA. Andrew has been in the securities industry since January 2006. Andrew has passed the Series 6, Series 7, Series 63, and Series 66 exams. Andrew has been associated with Amundi Asset Management US, Inc. since December 2020. Andrew was previously associated with PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP. Andrew is registered with the state of Massachusetts. Andrew specializes in the following areas: investment advisory services, selection of other advisers, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles.

Firm Information

Andrew Strobert is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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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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Andrew Strobert’s Registration & Firm History

MA

12/15/2020 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

MA

01/01/2006 - 05/07/2007

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (ANDOVER MA)

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Licenses & Designations

BOTH

Issued 06/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2006

Series 7 - General Securities Representative Examination

BC

Issued 12/21/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew David Strobert.
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