Seton McAndrewsCRD Number: 5002648
Current Firm: Wrapmanager Inc.
Seton McAndrews (CRD# 5002648) is an Investment Advisor Representative working at Wrapmanager Inc. in Mill Valley, CA and has over 16 years of experience in the finance industry. Seton McAndrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Wrapmanager, Inc.||San Francisco, CA||Oct 2010 - Current||11|
|Prospera Financial Services, Inc.||Dallas, TX||Oct 2010 - Sep 2016||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management385MILLIONS
Total Number of Accounts599ACCOUNTS
Average Account Value$642,127
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- 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, SC, TN, TX, UT, VA, VT, WA, WI
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