Andrew Draft (CRD# 7832619) is an Investment Advisor Representative working at New Edge Wealth in Miami, FL and has 1 year of experience in the finance industry.
CRD# 1612984
Genesis Wealth Management, Inc.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Wealth | Stamford, CT | Nov 2023 - Current | < 1 |
| Grover Usa Inc. | Miami, FL | Aug 2021 - Aug 2023 | 2 |
| Uber Technologies, Inc. | Chicago, IL | Nov 2019 - Aug 2021 | 1 |
| Unemployed | Chicago, IL | Jun 2019 - Nov 2019 | < 1 |
| Postmates Inc. | Chicago, IL | Apr 2017 - Jun 2019 | 2 |
| Aviato Calendar Ventures, LLC | Chicago, IL | Jun 2014 - Apr 2017 | 2 |
| Rng Tickets LLC | Chicago, IL | Nov 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- FL
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Total Assets Under Management8,610MILLIONS
-
Total Number of Accounts9,457ACCOUNTS
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Average Account Value$910,480
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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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