Andrew GullionCRD Number: 6093023
Current Firm: Strategic Advisers, Inc.
Andrew Gullion (CRD# 6093023) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Denver, CO and has over 4 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
|Fidelity Brokerage Services, LLC||Covington, KY||Jun 2012 - Current||5|
|Cinco Family Financial Center Credit Union||Cincinnati, OH||Dec 2010 - Jun 2012||1|
|University Of Cincinnati||Cincinnati, OH||Sep 2010 - Jun 2011||< 1|
|Scallywag Tag||Cincinnati, OH||Nov 2008 - Jan 2011||2|
|Delaware North Companies||Cincinnati, OH||Apr 2009 - Oct 2009||< 1|
|Delaware North Companies||Cincinnati, OH||May 2008 - Oct 2008||< 1|
|Lee And Jack's Tv And Appliances||Batavia, OH||May 2007 - Jul 2008||1|
|Sears Roebuck & Company||Cincinnati, OH||Nov 2007 - Jan 2008||< 1|
|Dairy Queen||Batavia, OH||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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