Andrew GreavesCRD Number: 6037600
Current Firm: Strategic Advisers, Inc.
Andrew Greaves (CRD# 6037600) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake City, UT||Feb 2012 - Current||6|
|Clearlink||Salt Lake, UT||Oct 2011 - Feb 2012||< 1|
|Cambridge Financial Center||Salt Lake City, UT||Jan 2011 - Nov 2011||< 1|
|Discover Financial Services||Salt Lake City, UT||Dec 2009 - Mar 2011||1|
|Christensen Appraisal||Salt Lake City, UT||Mar 2008 - Nov 2009||1|
|University Of Utah||Salt Lake City, UT||Jan 2006 - May 2008||2|
|Cook Group||Salt Lake City, UT||Jan 2008 - Mar 2008||< 1|
|Discover Financial Services||Sandy, UT||Apr 2003 - Mar 2008||4|
|Salt Lake Community College||Salt Lake City, UT||Aug 2003 - Dec 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2012|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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