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Andrew Dean Purdy

Spectrum Asset Management, Inc.

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About Andrew Dean Purdy

Andrew Purdy is a registered representative of Spectrum Asset Management, Inc. and holds a Series 66 license. Andrew has been in the securities industry since 2013. Andrew has experience working with individuals, corporations, insurance companies, and pooled investment vehicles. Andrew's firm, Spectrum Asset Management, Inc. is a registered investment advisor with the SEC and has a strong track record of managing investments.

Firm Information

Andrew Purdy is currently registered with Spectrum Asset Management, Inc.. Spectrum Asset Management, Inc. is an investment advisor registered with the SEC and headquartered in Stamford, Connecticut. The firm manages assets for corporations, pooled investment vehicles, insurance companies, investment companies, and high-net-worth individuals, with a total of $19 billion under management. They offer portfolio management services for a variety of client types, including businesses, individuals, investment companies, and pooled investment vehicles.
Spectrum Asset Management, Inc.

2 HIGH RIDGE PARK

STAMFORD, CT 06905

$19.02B

Assets Under Management

Not reported

Total Clients

3

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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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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Andrew Purdy’s Registration & Firm History

CT

10/02/2024 - Present

Spectrum Asset Management, Inc. (STAMFORD CT)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Dean Purdy.
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