Andrew RinaldiCRD Number: 4275396
Current Firm: Kore Private Wealth, LLC
Andrew Rinaldi (CRD# 4275396) is an Investment Advisor Representative working at Kore Private Wealth, LLC in New York, NY and has over 20 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
Park Avenue Securities LLC
|Kore Private Wealth||New York, NY||Jun 2018 - Current||2|
|Bank Of America, N.a.||New York, NY||Mar 2010 - Jun 2018||8|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||New York, NY||Jan 2009 - Jun 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management3,571MILLIONS
Total Number of Accounts3,047ACCOUNTS
Average Account Value$1,172,034
- 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
CA, CO, CT, FL, IL, MA, NJ, NY, TX
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