Andrew BlauCRD Number: 1429428
Current Firm: Robertson Stephens Advisors
Andrew Blau (CRD# 1429428) is an Investment Advisor Representative working at Robertson Stephens Advisors in San Francisco, CA and has over 30 years of experience in the finance industry.
Blossom Wealth Management, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Robertson Stephens Advisors||San Francisco, CA||Jun 2016 - Current||< 1|
|Robertson Stephens Securities||San Francisco, CA||Jun 2016 - Current||< 1|
|Robertson Stephens Securities||San Francisco, CA||Mar 2014 - Jun 2016||2|
|Robertson Stephens Advisors LLC||San Francisco, CA||May 2013 - Jun 2016||3|
|Purshe Kaplan Sterling Investments||Albany, NY||Aug 2013 - Mar 2014||< 1|
|Self-employed||Boca Grande, FL||Jun 2012 - May 2013||< 1|
|Stephens Inc.||New York, NY||Jan 2004 - May 2012||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1986|
|S65||NASAA Investment Advisors Law Examination||Feb 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management960MILLIONS
Total Number of Accounts420ACCOUNTS
Average Account Value$2,286,143
- 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 pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, CT, FL, MA, NH, NY, TX
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