Andrew Lindblom (CRD# 5919713) is an Investment Advisor Representative working at Vivaldi Capital Management, LLC in Chicago, IL and has over 6 years of experience in the finance industry.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vivaldi Capital Management, LLC | Chicago, IL | Apr 2017 - Current | 1 |
| Ubs Financial Services Inc. | Chicago, IL | Nov 2011 - Mar 2017 | 5 |
| Morgan Stanley Smith Barney | Chicago, IL | May 2011 - Nov 2011 | < 1 |
| Coe Capital Management, LLC | Lincolnshire, IL | Jan 2009 - Apr 2011 | 2 |
| Unemployed | Elmhurst, IL | Nov 2008 - Jan 2009 | < 1 |
| Dkr Wolfpoint Capital Management, LLC | Chicago, IL | May 2008 - Nov 2008 | < 1 |
| University Of Illinois Urbana-champaign | Urbana, IL | Sep 2004 - May 2008 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
- AK
- CT
- KS
- KY
- MN
- NM
- OH
- CA
- NE
- CO
- IL
- MI
- NC
- IA
- NV
- PA
- SC
- TX
- UT
- VT
- WI
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Total Assets Under Management851MILLIONS
-
Total Number of Accounts984ACCOUNTS
-
Average Account Value$864,726
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, MA, MI, MN, NC, NE, NJ, NM, NV, NY, OH, PA, SC, TN, TX, UT, VT, WI
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