Andrew Moen (CRD# 2954195) is an Investment Advisor Representative working at Newman Ladd Capital Advisors, LLC in Camillus, NY and has over 26 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Leigh Baldwin & Company, LLC | Cazenovia, NY | Jan 2007 - Current | 17 |
Newman Ladd Capital Advisors | Syracuse, NY | Jan 2005 - Current | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1997 |
S65 | NASAA Investment Advisors Law Examination | Nov 2004 |
- FL
- NY
- TX
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts385ACCOUNTS
-
Average Account Value$223,050
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY, TX
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