Years of Experience
5-20+ Years
Greenwich, CT
0 Disclosures
ADVISOR BIO
Andrew Redhead is an investment advisor representative who has been working in the industry since 2020. Andrew holds a Series 63, Series 66, and Series 7 licenses, and has experience working with both individuals and institutions. Andrew is currently registered with Kovitz Investment Group Partners, LLC in Connecticut. Previously, Andrew worked with UBS Financial Services Inc. in New York and Northwestern Mutual Investment Services, LLC in Iowa.
SPECIALIZATIONS
Westport, CT
30 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Crossfield is a financial advisor with Evercore Group LLC. Andrew has over 25 years of experience in the financial services industry. Andrew has worked at a number of firms, including International Strategy & Investment Group LLC, EVERCORE GROUP L.L.C., KEEFE, BRUYETTE & WOODS, INC., CALYON SECURITIES (USA) INC, RYAN BECK & CO., ADVEST, INC., and DRSEDNER KLEINWORT WASSERSTEIN SECURITIES LLC. Andrew is registered with the Financial Industry Regulatory Authority (FINRA) and holds a Series 7, Series 24, and Series 63 license. Andrew is also registered in a number of states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
SPECIALIZATIONS
No specializations listed.
GREENWICH, CT
1 Years Experience
0 Disclosures
ADVISOR BIO
Andrew David Moore is a registered representative with UBS Financial Services Inc. Andrew has been in the industry since 2024 and is currently registered in Connecticut, Florida, Massachusetts, and New York. Andrew has passed the Series 66, Series 7TO, and SIE exams. Andrew is also a registered investment advisor representative in Connecticut.
SPECIALIZATIONS
Greenwich, CT
21 Years Experience
0 Disclosures
ADVISOR BIO
Andrew John Montano has over 19 years of experience in the financial industry. Andrew Montano is currently registered with C&C Trading LLC in Greenwich, Connecticut. Andrew Montano holds FINRA Series 7, Series 57TO, and SIE licenses and has been registered with FINRA since October 2006. Andrew Montano's previous experience includes Charlton Specialist Partners LLC in New York, NY.
SPECIALIZATIONS
No specializations listed.
WINDSOR, CT
0 Disclosures
ADVISOR BIO
Andrew Salak is an Investment Advisor Representative associated with Fiducient Advisors LLC. Andrew has been in the industry since October 2006 and specializes in providing financial planning, portfolio management for individuals, and other investment consulting services. The firm has a focus on serving individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, and high net worth individuals. Andrew's work history also includes prior roles at Morgan Stanley and ING Financial Advisors, LLC.
SPECIALIZATIONS
STAMFORD, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Ribbens is a financial professional with experience in the securities industry. Andrew has been working in the industry since December 4, 2022, and is currently registered with Vision Financial Markets LLC. Andrew has passed several industry exams including the Series 3, Series 4, Series 7TO, Series 24, Series 27 and Series 57TO.
SPECIALIZATIONS
No specializations listed.
DARIEN, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Sale has been in the financial services industry since April 1999. Andrew Sale is currently registered with Cantor Fitzgerald & Co. as a General Securities Principal. Prior to that, Andrew Sale was registered with Ramus Securities, L.L.C. Andrew Sale has licenses in 51 states and holds the Series 7, Series 55, Series 24, Series 57TO, and Series 99TO exams.
SPECIALIZATIONS
No specializations listed.
STAMFORD, CT
29 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Bradford Shantz is an investment advisor representative registered with UBS Financial Services Inc. and has been in the industry since December 1996. Andrew has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Andrew is registered to provide securities and advisory services in Connecticut, New York and Texas. Andrew has a comprehensive set of licenses and professional designations, including the Series 31, 63, 65, 7 and SIE. Andrew has an active registration with both FINRA and the state of Connecticut.
SPECIALIZATIONS
STAMFORD, CT
36 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Robert Whittaker is a registered representative with Jefferies LLC. Andrew has been in the industry since 1989 and is registered in California, Connecticut and New York. Andrew holds the Series 7, 72, 79TO, 24, and 63 licenses. Andrew previously worked at DREXEL BURNHAM LAMBERT INCORPORATED.
SPECIALIZATIONS
No specializations listed.
Glastonbury, CT
12 Years Experience
0 Disclosures
ADVISOR BIO
Andrew Elish is a financial advisor with Ameriprise Financial Services, LLC. Andrew has been in the financial services industry since 2013. Andrew has a Series 6, 7TO, and 63 license and has been registered with FINRA since 2020. Andrew is registered with the state of Connecticut. Andrew has previously worked at VOYA FINANCIAL ADVISORS, INC. and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
SPECIALIZATIONS
