Andrew Giannone (CRD# 5818353) is an Investment Advisor Representative working at Forefront Analytics, LLC in West Conshohocken, PA and has over 9 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allio Advisers LLC | Seattle, WA | Oct 2023 - Current | < 1 |
| Forefront Analytics | West Conshohocken, PA | May 2022 - Current | 2 |
| Forefront Analytics | Conshohocken, PA | Apr 2022 - Current | 2 |
| Gkfo | Conshohocken, PA | Apr 2022 - Current | 2 |
| Alden Capital Management | Jenkintown, PA | Jan 2020 - May 2022 | 2 |
| Alden Investment Group | Wayne, PA | Jan 2020 - Apr 2022 | 2 |
| Bluestone Capital Manageent | Wayne, PA | Jun 2014 - Apr 2022 | 7 |
| Citco Fund Services | Malvern, PA | Sep 2012 - Jun 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2014 |
- PA
-
Total Assets Under Management500MILLIONS
-
Total Number of Accounts329ACCOUNTS
-
Average Account Value$1,520,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Other
CA, DE, LA, NH, NJ, NY, OR, PA, TX, WA
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