Andrew Robbins, financial advisor Salt Lake City UT
93 score

Andrew Robbins

CRD 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 14 years of experience in the finance industry.

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Company Name Location Dates Years
Moreton Capital Markets, LLC Salt Lake City, UT Oct 2013 - Current 3
Moreton Asset Management, LLC Salt Lake City, UT Mar 2012 - Current 4
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
Contact Info for Andrew J. Robbins
Phone Number: 801-869-4200
Registered State(s):
  • CO
  • ID
  • WA
  • NV
  • UT
By the Numbers
  • Total Assets Under Management
    582
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $9,093,750
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

CO, ID, NV, UT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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