Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Madigan Sinclair is a financial advisor with over 20 years of experience in the industry. Andrew Sinclair currently works at Newedge Advisors, a firm with over $10 billion in assets under management. Andrew Sinclair is registered with FINRA and the state of Connecticut as a registered representative and investment advisor representative. Andrew Sinclair's areas of specialization include: * Portfolio management for individuals * Portfolio management for businesses * Pension consulting * Financial planning * Selection of other advisors
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.
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.
1
2
CT
06/08/2023 - Present
Newedge Advisors (Greenwich CT)
NY
08/07/2020 - 06/23/2021
SEAPORT GLOBAL SECURITIES LLC (NEW YORK NY)
NY
04/05/2017 - 06/29/2020
LONGBOW SECURITIES, LLC (NEW YORK NY)
NY
05/05/2016 - 04/03/2017
AVONDALE PARTNERS, LLC (NEW YORK NY)
NY
09/17/2015 - 05/03/2016
COMPASS POINT RESEARCH & TRADING, LLC (NEW YORK NY)
NY
12/18/2002 - 09/14/2015
THE BUCKINGHAM RESEARCH GROUP INCORPORATED (NEW YORK NY)
NY
11/27/2000 - 10/09/2002
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
GA
06/29/1998 - 10/02/2000
DAVIS, MENDEL & REGENSTEIN, INC. (ATLANTA GA)
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Andrew Sinclair is the right advisor for you? Invested Better is here to help.
