Andrew RobbinsCRD Number: 4488010
Current Firm: Moreton Asset Management, LLC
Andrew Robbins (CRD# 4488010) is an Investment Advisor Representative working at Moreton Asset Management, LLC in Salt Lake City, UT and has over 15 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Moreton Capital Markets, LLC||Salt Lake City, UT||Oct 2013 - Current||4|
|Moreton Asset Management, LLC||Salt Lake City, UT||Mar 2012 - Current||5|
|Strata Holdings, LLC||Salt Lake City, UT||Feb 2012 - Jun 2015||3|
|Contango Capital Advisors||Salt Lake City, UT||Dec 2007 - Feb 2012||4|
|Zions Bank||Salt Lake City, UT||Jul 2001 - Dec 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2002|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management582MILLIONS
Total Number of Accounts64ACCOUNTS
Average Account Value$9,093,750
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, ID, NV, UT, WA