Andrew Killen, financial advisor Valley Stream NY
90 score

Andrew Killen

CRD Number: 6360797
Current Firm: Roundangle Advisors LLC

Andrew Killen (CRD# 6360797) is an Investment Advisor Representative working at Roundangle Advisors LLC in Valley Stream, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Roundangle Advisors LLC New York, NY Jan 2015 - Current 3
Foundation Retirement Plan Consultants LLC Valley Stream, NY Jun 2014 - Current 3
Klein Financial Services, Inc. Valley Stream, NY Jan 2013 - Nov 2014 1
Student East Meadow, NY Jan 2004 - May 2014 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Andrew J. Killen
Phone Number: 516-256-2000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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