Andrew MorinCRD Number: 5933292
Current Firm: Wasatch Advisors Inc.
Andrew Morin (CRD# 5933292) is an Investment Advisor Representative working at Wasatch Advisors 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.
|Alps Distributors, Inc.||Denver, CO||Feb 2014 - Current||2|
|Wasatch Advisors, Inc.||Salt Lake City, UT||Sep 2013 - Current||3|
|J.p. Morgan Securities LLC||Salt Lake City, UT||Oct 2012 - Sep 2013||< 1|
|Jpmorgan Chase Bank||Salt Lake City, UT||Dec 2011 - Sep 2013||1|
|Chase Investment Services Corp||Salt Lake City, UT||Mar 2012 - Oct 2012||< 1|
|Unemployed||Salt Lake City, UT||Oct 2011 - Nov 2011||< 1|
|D.a. Davidson & Company||Great Falls, MT||Jun 2011 - Oct 2011||< 1|
|Unemployed||Great Falls, MT||Apr 2011 - May 2011||< 1|
|Brigham Young University - Idaho||Rexburg, ID||Apr 2009 - Apr 2011||2|
|Unemployed||Great Falls, MT||Feb 2009 - Apr 2009||< 1|
|The Church Of Jesus Christ Of Latter-day Saints||Tempe, AZ||Feb 2007 - Feb 2009||2|
|Unemployed||Great Falls, MT||Dec 2006 - Feb 2007||< 1|
|Brigham Young University - Idaho||Rexburg, ID||Jul 2006 - Dec 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2011|
Total Assets Under Management17,101MILLIONS
Total Number of Accounts183ACCOUNTS
Average Account Value$93,448,453
- 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 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
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
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