Andrew Robertson (CRD# 6698647) is an Investment Advisor Representative working at Rock Canyon Capital Management in New York, NY and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4846117
Hightower Advisors, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rock Canyon Capital Management LP | Provo, UT | Nov 2015 - Current | 8 |
| Rock Canyon Capital Management Gp LLC | Provo, UT | Nov 2015 - Current | 8 |
| Rock Canyon Capital LLC | Provo, UT | Nov 2015 - Current | 8 |
| Unemployed | New York, NY | Jan 2015 - Nov 2015 | < 1 |
| Qvt Financial | New York, NY | Jul 2011 - Dec 2014 | 3 |
- UT
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$2,542,511
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
UT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.