Andrew Greenfield, financial advisor Annapolis MD
70 score

Andrew Greenfield

CRD Number: 5938516
Current Firm: Northwestern Mutual Investment Services,llc

Andrew Greenfield (CRD# 5938516) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Annapolis, MD and has over 5 years of experience in the finance industry.

Similar Advisors
Brian Kuhn, financial advisor Annapolis MD
Brian Kuhn
CRD# 4474832
Planning Solutions Group, LLC
Score
104
Similar Advisors
Nicholas Ibello, financial advisor Annapolis MD
Nicholas A. Ibello
CRD# 5820593
Commonwealth Financial Network
Score
103
Similar Advisors
Aaron Cirksena, financial advisor Annapolis MD
Aaron J. Cirksena
CRD# 6161482
Summit Financial Group Inc.
Score
102
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Current < 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Jun 2011 - Current 5
Northwestern Mutual Investment Services, LLC Annapolis, MD Jun 2011 - Current 5
Northwestern Mutual Investment Services, LLC Annapolis, MD Oct 2013 - Mar 2016 2
Cadillac Ranch Bar & Grill Annapolis, MD Jun 2010 - Jun 2011 1
University Of Maryland - College Park College Park, MD Aug 2007 - May 2011 3
Hell Point Seafood Annapolis, MD Jun 2009 - Oct 2009 < 1
Atlantic Remodeling Beltsville, MD Aug 2008 - Aug 2008 < 1
Phillips Seafood Annapolis, MD Apr 2006 - Aug 2007 1
Archbishop Spalding High School Severn, MD Aug 2003 - May 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2011
S65 NASAA Investment Advisors Law Examination May 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Andrew M. Greenfield
Phone Number: 866-664-7737
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Andrew Greenfield and other advisors.
BADGES
70

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.