Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Andrew Macritchie, financial advisor Lake Oswego OR
93 score

Andrew Macritchie

CRD Number: 5331973
Current Firm: Aequitas Investment Management, LLC

Andrew Macritchie (CRD# 5331973) is an Investment Advisor Representative working at Aequitas Investment Management, LLC in Lake Oswego, OR and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Aequitas Investment Management, LLC Lake Oswego, OR Oct 2007 - Current 9
Aequitas Capital Management, Inc. Lake Oswego, OR Oct 2007 - Current 9
Aequitas Investment Management, LLC Lake Oswego, OR Oct 2006 - Oct 2007 1
Pacificorp Portland, OR Nov 2000 - Oct 2006 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for Andrew N. Macritchie
Phone Number: 503-419-3500
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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

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