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Andrew Gratke Skinner

Treehouse Wealth Advisors

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About Andrew Gratke Skinner

Andrew Skinner is a financial advisor who has been in the industry since 2000. Andrew is currently registered with Treehouse Wealth Advisors, a firm that specializes in providing financial planning and portfolio management services to individuals and businesses. Andrew has a strong background in the financial services industry, having previously worked at SF Sentry Securities, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Andrew Skinner is currently registered with Treehouse Wealth Advisors. Treehouse Wealth Advisors is a registered investment advisor located in Walnut Creek, California. They have 3 investment adviser representatives and advise on approximately $184,763,145 in assets. Their clients include high net worth individuals, corporations, and individuals other than high net worth. They offer a variety of advisory services including financial planning, portfolio management, and selection of other advisers.
Treehouse Wealth Advisors

1600 S MAIN ST.

WALNUT CREEK, CA 94596

$184.76M

Assets Under Management

Not reported

Total Clients

2

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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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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advisory consulting

Advisory consulting

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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Andrew Skinner’s Registration & Firm History

CA

04/11/2018 - Present

Treehouse Wealth Advisors (WALNUT CREEK CA)

CA

04/20/2011 - 04/10/2018

S F SENTRY SECURITIES, INC. (SAN FRANCISCO CA)

CA

09/28/2000 - 04/05/2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 11/02/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Andrew Gratke Skinner. Review regulatory record here.
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