Andrew Cattano, financial advisor Burlingame CA

Andrew Cattano

CRD Number: 2541078
Current Firm: Occidental Asset Management, LLC

Andrew Cattano (CRD# 2541078) is an Investment Advisor Representative working at Occidental Asset Management, LLC in Burlingame, CA and has over 29 years of experience in the finance industry.

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Captrust
Company Name Location Dates Years
Occidental Asset Management, LLC Burlingame, CA Aug 2013 - Current 10
Acc Investment Management, Inc. Burlingame, CA Jan 2001 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
Contact Info for Andrew C. Cattano
Phone Number: 650-344-1600
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    625
    MILLIONS
  • Total Number of Accounts
    1,455
    ACCOUNTS
  • Average Account Value
    $429,869
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, CO, FL, GA, HI, IN, SC, TX, WA

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