Andrea NewdeckCRD Number: 6372498
Current Firm: Strategic Advisers, Inc.
Andrea Newdeck (CRD# 6372498) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Tampa, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Fidelity Brokerage Services LLC||Tampa, FL||May 2015 - Current||2|
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - May 2015||< 1|
|Morgan Stanley||Clearwater, FL||Jul 2014 - May 2015||< 1|
|Schneider Electric||West Kingston, RI||Oct 2010 - Jul 2014||3|
|Arraya Solutions||Plymouth Meeting, PA||Oct 2009 - Oct 2010||1|
|Apc||West Kingston, RI||Sep 2006 - Oct 2009||3|
|Ecco Heating||Burnaby,||Sep 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- 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, WY