Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Huang is a financial advisor registered in California. Andrew has been working in the financial services industry since 2011 and is currently employed by Cresset Asset Management, LLC. Andrew has a strong background in investment management and financial planning and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Andrew is also a Chartered Financial Analyst (CFA) and has passed the Series 7 and Series 66 exams. Prior to joining Cresset, Andrew worked at J.P. Morgan Securities LLC, First Republic Securities Company, LLC, and Credit Suisse Securities (USA) LLC.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
IL
04/19/2024 - Present
Cresset Asset Management, LLC (CHICAGO IL)
CA
09/29/2023 - 05/07/2024
J.P. MORGAN SECURITIES LLC (San Francisco CA)
CA
10/10/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (San Francisco CA)
CA
10/18/2011 - 11/05/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN FRANCISCO CA)
BOTH
Issued 12/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrew Huang is the right advisor for you? Invested Better is here to help.
