Andrew Frey, financial advisor Seattle WA
92 score

Andrew Frey

CRD Number: 6248738
Current Firm: Cutler Investment Counsel, LLC

Andrew Frey (CRD# 6248738) is an Investment Advisor Representative working at Cutler Investment Counsel, LLC in Seattle, WA and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Summit Capital Management LLC Seattle, WA May 2008 - Current 8
University Of Notre Dame Notre Dame, IN Aug 2006 - May 2008 1
Big Sky Resort Big Sky, MT Nov 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2013
Contact Info for Andrew D. Frey
Phone Number: 541-770-9000
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    899
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $1,989,919
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, IL, LA, OR, TX, VA, WA

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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