Andrew Porter (CRD# 6951125) is an Investment Advisor Representative working at Corient in Menlo Park, CA and has over 5 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corient Services LLC | Miami, FL | Jan 2024 - Current | < 1 |
| Corient | Menlo Park, CA | Jan 2023 - Current | 1 |
| Portola Partners | Menlo Park, CA | Jan 2020 - Mar 2023 | 3 |
| Brownson, Rehmus & Foxworth | Menlo Park, CA | Apr 2018 - Dec 2019 | 1 |
| Unemployed | Portland, OR | Dec 2017 - Apr 2018 | < 1 |
| University Of Pennsylvania | Philadephia, PA | Aug 2016 - Dec 2017 | 1 |
| Port Of Hood River | Hood River, OR | Jun 2016 - Aug 2016 | < 1 |
| Santa Clara University | Santa Clara, CA | Oct 2015 - Jun 2016 | < 1 |
| Santa Clara University | Santa Clara, CA | Sep 2012 - Jun 2016 | 3 |
| Santa Clara University | Santa Clara, CA | Sep 2012 - Mar 2016 | 3 |
| Santa Clara University | Santa Clara, AL | May 2014 - Oct 2015 | 1 |
| Blach Construction | San Jose, CA | May 2015 - Sep 2015 | < 1 |
| Blach Construction | Santa Clara, CA | May 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
- TX
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Total Assets Under Management118,192MILLIONS
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Total Number of Accounts97,020ACCOUNTS
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Average Account Value$1,218,222
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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