Andrea Green (CRD# 6673033) is an Investment Advisor Representative working at Gilder Gagnon Howe & Company LLC in New York, NY and has over 7 years of experience in the finance industry.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Gilder, Gagnon, Howe & Company | New York, NY | Jul 2020 - Current | 3 |
Charles Schwab & Company, Inc. | New York City, NY | Jun 2016 - Jul 2020 | 4 |
Charles Schwab Bank | New York City, NY | Jun 2016 - Jul 2020 | 4 |
Fidelity Investments | Merrimack, NH | Oct 2015 - May 2016 | < 1 |
Ambilly Marie | Ambilly, | Sep 2014 - Jul 2015 | < 1 |
Presentation De Marie | Saint Julien-en-genevois, | Sep 2014 - Jun 2015 | < 1 |
Mjc- Annemasse | Annemasse, | Sep 2014 - Jun 2015 | < 1 |
World Cup Boston | Boston, MA | Jan 2014 - Aug 2014 | < 1 |
Boston University Facilities And Vending Services | Boston, MA | May 2011 - Aug 2014 | 3 |
Terrier Training Camp | Boston, MA | Jul 2011 - Jul 2014 | 3 |
Boston University | Boston, MA | Aug 2006 - May 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2016 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- NY
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Total Assets Under Management9,442MILLIONS
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Total Number of Accounts9,246ACCOUNTS
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Average Account Value$1,021,150
- A percentage of assets under your management
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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