Andrew Shafter, financial advisor Boston MA

Andrew Shafter

CRD Number: 1932835
Current Firm: Community Capital Management, LLC

Andrew Shafter (CRD# 1932835) is an Investment Advisor Representative working at Community Capital Management, LLC in Boston, MA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Community Capital Management , Inc. Boston, MA May 2013 - Current 8
Foreside Fund Services, LLC Boston, MA May 2013 - Current 8
Suntrust Robinson Humphrey,inc. Atlanta, GA Mar 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2013
S65 NASAA Investment Advisors Law Examination Nov 2020
Contact Info for Andrew A. Shafter
Phone Number: 877-272-1977
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    3,295
    MILLIONS
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $63,367,396
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CA, CO, FL, MA, NC, NJ, NY

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