Unclaimed
Andrew Dobbin is a financial advisor with over 20 years of experience in the industry. Andrew currently works at Crews & Associates, Inc. Andrew has held previous positions at several other financial institutions, including Amerivet Securities, Inc., R.W. Pressprich & Co., Cowen and Company, and CRT Capital Group LLC. Andrew holds licenses for Series 63, Series 7, Series 52TO, and SIE and is registered in Louisiana, New Jersey, and New York. Andrew specializes in portfolio management for individuals and businesses. Andrew is committed to providing his clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
11/21/2023 - Present
Crews & Associates, Inc. (New York NY)
NY
07/11/2023 - 11/02/2023
AMERIVET SECURITIES, INC. (NEW YORK NY)
NY
05/01/2018 - 05/01/2023
R.W.PRESSPRICH & CO. (NEW YORK NY)
CT
05/09/2016 - 02/22/2018
COWEN AND COMPANY (Stamford CT)
CT
10/20/2014 - 05/11/2016
CRT CAPITAL GROUP LLC (STAMFORD CT)
NY
09/15/2011 - 07/09/2014
SWEDBANK FIRST SECURITIES, LLC (NEW YORK NY)
IL
08/02/1990 - 10/11/1995
RODMAN & RENSHAW INC. (CHICAGO IL)
NA
07/09/1987 - 10/17/1989
QUADREX SECURITIES CORPORATION
NY
03/10/1986 - 02/11/1987
WOLFE & HURST SECURITIES INC. (NEW YORK NY)
NY
07/14/1982 - 10/18/1985
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
05/18/1981 - 07/19/1982
J. B. HANAUER & CO.
BC
Issued 09/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1981
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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