Andrew Sherlock (CRD# 6671548) is an Investment Advisor Representative working at Night Owl Capital Management, LLC in Greenwich, CT and has over 6 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Night Owl Capital Management, LLC | Greenwich, CT | Jul 2017 - Current | 6 |
| Full-time Education | New York, NY | May 2007 - May 2017 | 10 |
| Goldman Sachs | New York, NY | Jun 2016 - Aug 2016 | < 1 |
| Rockefeller & Company | New York, NY | Jun 2015 - Aug 2015 | < 1 |
| Us Army Office Of Economic & Manpower Analysis | West Point, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CT
-
Total Assets Under Management653MILLIONS
-
Total Number of Accounts303ACCOUNTS
-
Average Account Value$2,154,125
- A percentage of assets under your management
- 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
CA, CO, CT, FL, MA, NC, NJ, NY, PA, TX
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