Andrew Scheirer (CRD# 4631286) is an Investment Advisor Representative working at Loomis, Sayles & Company, LP in Oakbrook Terrace, IL and has over 16 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Loomis, Sayes & Company, LP | Boston, MA | Jul 2019 - Current | 4 |
| Mcdonnell Investment Mgmt Llc F/k/a Ngam Midway Acquisition LLC | Oak Brook, IL | Jan 2013 - Jun 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
| S63 | Uniform Securities State Law Examination | Dec 2019 |
- IL
-
Total Assets Under Management301,378MILLIONS
-
Total Number of Accounts20,445ACCOUNTS
-
Average Account Value$14,740,930
- A percentage of assets under your management
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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