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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Patrick Grant is an investment advisor representative. Andrew is currently registered with Kayne Anderson Rudnick Investment Management, LLC and has been in the industry since 2003. Andrew has worked with Morgan Stanley, LPL Financial and Lombardi & Co., Inc.. Andrew has passed the following securities exams: Uniform Combined State Law Examination, Securities Industry Essentials Examination, General Securities Representative Examination, and NYSE Trading Assistant Examination. Andrew specializes in providing financial planning and portfolio management services for individuals, businesses, and investment companies. Andrew is licensed to provide investment advisory services in California.
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.
Strategic management for diversified investment portfolios.
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.
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CA
04/20/2023 - Present
Kayne Anderson Rudnick Investment Management, LLC (LOS ANGELES CA)
CA
11/03/2015 - 07/13/2018
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/07/2014 - 10/19/2015
MORGAN STANLEY (LA MESA CA)
NY
09/08/2003 - 05/02/2005
LOMBARDI & CO., INC. (NEW YORK NY)
NY
06/03/2002 - 09/23/2002
LOMBARDI & CO., INC. (NEW YORK NY)
NY
06/04/2001 - 10/08/2001
LOMBARDI & CO., INC. (NEW YORK NY)
BOTH
Issued 03/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/04/2003
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
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