Andres Sinclair, financial advisor Coral Gables FL

Andres Sinclair

CRD Number: 2435555
Current Firm: Legend Wm

Andres Sinclair (CRD# 2435555) is an Investment Advisor Representative working at Legend Wm in Coral Gables, FL and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Genesis Fund Management LLC Coral Gables, FL Jun 2010 - Current 13
Genesis Investment Advisors LLC Coral Gables, FL Oct 2005 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1994
S65 NASAA Investment Advisors Law Examination Jul 2005
Contact Info for Andres R. Sinclair
Phone Number: 3057225995
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    20
    ACCOUNTS
  • Average Account Value
    $4,318,282
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL

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