Unclaimed
Andrew Sherlock is an investment advisor representative with Night Owl Capital Management, LLC in Greenwich, Connecticut. Andrew has been with the firm since July of 2017 and is registered with the state of Connecticut. Andrew obtained his Series 65 license in March of 2018. Prior to joining Night Owl Capital Management, Andrew was a financial advisor at Rockefeller & Co. and Goldman Sachs. Andrew specializes in portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
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CT
03/17/2018 - Present
Night OWL Capital Management, LLC (GREENWICH CT)
IA
Issued 03/17/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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