David Andrew, financial advisor Houston TX

David Andrew

CRD Number: 4000813
Current Firm: Autumn Lane Advisors, LLC

David Andrew (CRD# 4000813) is an Investment Advisor Representative working at Autumn Lane Advisors, LLC in Houston, TX and has over 24 years of experience in the finance industry.

Similar Advisors
Matthew Goff, financial advisor Houston TX
Matthew Goff
CRD# 2390431
The Goff Financial Group
Similar Advisors
Scott Bishop, financial advisor Houston TX
Scott A. Bishop
CRD# 2687188
Hightower Advisors, LLC
Similar Advisors
Ashley Foster, financial advisor Houston TX
Ashley M. Foster
CRD# 5462249
Nxt:gen Financial Planning
Company Name Location Dates Years
Autumn Lane Advisors Houston, TX Nov 2014 - Current 9
Credit Suisse Securities (usa) LLC Houston, TX Sep 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Oct 2005
Contact Info for David E. Andrew
Phone Number: (713) 636-2075
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    969
    MILLIONS
  • Total Number of Accounts
    495
    ACCOUNTS
  • Average Account Value
    $1,957,329
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.