Andrea Chillak, financial advisor La Jolla CA
93 score

Andrea Chillak

CRD Number: 1359183
Current Firm: Laurel Wealth Advisors, Inc.

Andrea Chillak (CRD# 1359183) is an Investment Advisor Representative working at Laurel Wealth Advisors, Inc. in La Jolla, CA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Laurel Wealth Advisors, Inc. La Jolla, CA Nov 2013 - Current 3
Morgan Stanley Smith Barney La Jolla, CA Jun 2009 - Nov 2013 4
Citigroup Global Markets Inc. La Jolla, CA Jul 1993 - Nov 2013 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S65 NASAA Investment Advisors Law Examination Jul 1992
Contact Info for Andrea Chillak
Phone Number: 858-459-1101
Firm Website: http://www.laurelwa.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    700
    MILLIONS
  • Total Number of Accounts
    2,473
    ACCOUNTS
  • Average Account Value
    $282,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, HI, MI, NJ, NV, NY, OR, PA, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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