Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Gerli Randak is a financial advisor with over 20 years of experience in the industry. Andrew has held various roles at prominent financial institutions, including Brown Brothers Harriman & Co. and J.P. Morgan Securities Inc. He currently works as a Registered Representative and Investment Advisor Representative at Snowden Capital Advisors LLC, where he provides financial planning and portfolio management services to a diverse clientele. Andrew is committed to building strong relationships with clients and understanding their individual financial goals. He is also a Chartered Financial Analyst (CFA).
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CT
04/26/2022 - Present
Snowden Capital Advisors LLC (New Haven CT)
CT
10/19/2015 - 04/26/2022
FIELDPOINT PRIVATE SECURITIES, LLC (GREENWICH CT)
NY
02/12/2010 - 09/09/2015
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
10/01/2000 - 12/24/2008
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
NY
01/02/2000 - 07/30/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 11/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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