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Andrew P Andreatta

Keefe, Bruyette & Woods, Inc.

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About Andrew P Andreatta

Andrew Andreatta is a registered representative with Keefe, Bruyette & Woods, Inc. He holds Series 7, Series 55, Series 63, Series 57TO and SIE licenses and is registered in Massachusetts, New Jersey and New York. Andrew has been in the securities industry since 2013.

Firm Information

Andrew Andreatta is currently registered with Keefe, Bruyette & Woods, Inc.. Keefe, Bruyette & Woods, Inc. is a Corporation, formed in 1962, that is registered in all 50 states and the District of Columbia, plus Puerto Rico. The firm has been approved by the SEC and has been involved in 17 Regulatory Events and 1 Bond disclosure.

Not reported

Assets Under Management

Not reported

Total Clients

88

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.

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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Andrew Andreatta’s Registration & Firm History

MA

10/14/2013 - Present

Keefe, Bruyette & Woods, Inc. (BOSTON MA)

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Licenses & Designations

BC

Issued 11/05/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2013

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/14/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Andrew P Andreatta.
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