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David Danel Lohrey

AQR Investments, LLC

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About David Danel Lohrey

David Danel Lohrey is a registered representative with AQR Investments, LLC. David has been in the securities industry since May 27, 2015. David holds the Series 3, 7, and 63 licenses as well as the SIE exam. David is registered in 51 states. David was previously employed with ALPS DISTRIBUTORS, INC. in Santa Monica, California.

Firm Information

David Lohrey is currently registered with AQR Investments, LLC. AQR Investments, LLC is a Limited Liability Company formed in March 2017. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

54

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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David Lohrey’s Registration & Firm History

CT

01/02/2019 - Present

AQR Investments, LLC (Greenwich CT)

CA

05/27/2015 - 12/31/2018

ALPS DISTRIBUTORS, INC. (Santa Monica CA)

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Licenses & Designations

BC

Issued 06/22/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2015

Series 3 - National Commodity Futures Examination

BC

Issued 05/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Danel Lohrey.
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