Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Isaac Sinclair

NED Davis Research, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Isaac Sinclair

Andrew Sinclair is a financial professional registered with Ned Davis Research, Inc. Andrew has been a financial professional for more than 19 years. Andrew is registered with the state of New York. Andrew has a Series 63 license and the Chartered Financial Analyst designation. Andrew also holds specializations in Portfolio Management for Individuals and Families, Portfolio Management for Institutional Clients, Trading and Execution, and Investment Strategies. Andrew's previous employers include GRK PARTNERS, LP, RIVEL, INC, GLG, GARTNER, and SAP.

Firm Information

Andrew Sinclair is currently registered with NED Davis Research, Inc.. NED Davis Research, Inc. is an investment adviser based in Sarasota, FL. The firm provides a variety of advisory services, including security ratings, customized research, model portfolio services, pension consulting, educational seminars, and market timing services. NED Davis Research serves a wide range of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, and more. The firm manages a total of $248,514 in client assets, primarily through a proprietary account.
NED Davis Research, Inc.

3665 BEE RIDGE ROAD

SARASOTA, FL 34233

$248,514

Assets Under Management

1,309

Total Clients

14

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.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

issues charts, graphs, etc & customized research, model portfolio services

Issues charts, graphs, etc & customized research, model portfolio services

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

other

Ndr receives bps on other ia's aum using ndr models

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Sinclair’s Registration & Firm History

NY

01/21/2025 - Present

NED Davis Research, Inc. (New York NY)

Not sure if Andrew Isaac Sinclair is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Isaac Sinclair.
Not sure if Andrew Isaac Sinclair is right for you?