Andy SethCRD Number: 5296525
Current Firm: Lotusgroup Advisors
Andy Seth (CRD# 5296525) has been independently named “Five Star Wealth Manager, 2014 and 2015″, “Top 25 Most Influential Young Professionals in Colorado, 2012″ by ColoradoBiz Magazine, Denver Business Journal’s “Forty Under 40 in 2011” and selected as a finalist for “Denver’s Leader of the Year Award for 2011” and “Volunteer of the Year” by the editors of InvestmentNews. Andy leads the Private Client Advisor Group, leveraging his background working in client service and operations for Fortune 500 companies. Andy holds a Bachelor of Arts degree in both Economics and Spanish from Boston College, graduated from Culver Military Academy, and 2013 class speaker and graduate of Leadership Denver.
H. Beck, Inc.
Bridge Advisory LLC
Wedbush Securities Inc.
|LotusGroup Advisors||Denver, CO||Dec 2006 - Current||14|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2006|
Total Assets Under Management163MILLIONS
Total Number of Accounts928ACCOUNTS
Average Account Value$175,421
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, CO, NH, NY, TX