Andrew PrydeCRD Number: 5370766
Current Firm: Strategic Advisers, Inc.
Andrew Pryde (CRD# 5370766) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Stamford, CT and has over 3 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Fidelity Investments||Stamford, CT||May 2011 - Current||5|
|Rockwell Securities LLC||New York, NY||May 2010 - Apr 2011||< 1|
|Unemployed||Westport, CT||Dec 2009 - May 2010||< 1|
|Rizzutos||Westport, CT||Sep 2009 - Dec 2009||< 1|
|Unemployed||Westport, CT||May 2009 - Sep 2009||< 1|
|Extended Travel||Westport, CT||Aug 2008 - May 2009||< 1|
|Unemployed||Westport, CT||May 2008 - Aug 2008||< 1|
|College||Westport, CT||Aug 2007 - May 2008||< 1|
|Ubs||New York, NY||Jun 2007 - Aug 2007||< 1|
|College||Westport, CT||Aug 2006 - May 2007||< 1|
|Jd Management||White Plains, NY||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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