Andrew SeefriedCRD Number: 5371257
Current Firm: J.p. Morgan Securities LLC
Andrew Seefried (CRD# 5371257) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in New York, NY and has over 9 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Jpmorgan Securities LLC||New York, NY||Dec 2013 - Current||2|
|Hsbc Bank Usa||New York, NY||Dec 2012 - Dec 2013||1|
|Unemployed||New York, NY||Oct 2011 - Dec 2012||1|
|First Republic Securities Company||New York, NY||Dec 2010 - Oct 2011||< 1|
|First Republic Bank||New York, NY||Jan 2010 - Oct 2011||1|
|Jpmorganchase||Great Neck, NY||Oct 2007 - Dec 2009||2|
|Chase Investment Services Corp||Great Neck, NY||Oct 2007 - Dec 2009||2|
|Franklin First Financial||West Hempstead, NY||Sep 2007 - Oct 2007||< 1|
|Commerce One Financial||Westbury, NY||Jun 2007 - Aug 2007||< 1|
|Northwood University||Midland, MI||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Jul 2007|
Total Assets Under Management70,743MILLIONS
Total Number of Accounts344,720ACCOUNTS
Average Account Value$205,219
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, 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
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