Andrew MittendorfCRD Number: 5489700
Current Firm: Morgan Stanley
Andrew Mittendorf (CRD# 5489700) is an Investment Advisor Representative working at Morgan Stanley in Los Angeles, CA and has over 9 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||3|
|Morgan Stanley||Los Angeles, CA||Jan 2014 - Current||4|
|Unemployed||Santa Monica, CA||May 2013 - Dec 2013||< 1|
|Olivetree Usa, LLC||New York, NY||Oct 2012 - Apr 2013||< 1|
|Unemployed||New York, NY||Mar 2012 - Oct 2012||< 1|
|Dahlman Rose & Company, LLC||New York, NY||Jan 2010 - Feb 2012||2|
|Dahlman Rose & Company, LLC||New York, NY||Feb 2008 - Jan 2010||1|
|Unemployed||New York, NY||Oct 2007 - Jan 2008||< 1|
|Coastal Soccer, LLC||Hicksville, NY||Apr 2002 - Sep 2007||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
|S63||Uniform Securities State Law Examination||Apr 2008|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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