Andrew Lavrennikov, financial advisor Atlanta GA

Andrew Lavrennikov

CRD Number: 7093577
Current Firm: Ubs Financial Services Inc.

Andrew Lavrennikov (CRD# 7093577) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Atlanta, GA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Weehawken, NJ Apr 2019 - Current 5
The Gersh Agency New York, NY Aug 2015 - Mar 2019 3
Oscilloscope New York, NY May 2015 - Jul 2015 < 1
Emory University Atlanta, GA Aug 2011 - May 2015 3
Hale Day Camp Westwood, MA May 2011 - Aug 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Andrew E. Lavrennikov
Phone Number: 201-352-3000
Registered State(s):
  • GA
  • NJ
By the Numbers
  • Total Assets Under Management
    702,387
    MILLIONS
  • Total Number of Accounts
    1,093,486
    ACCOUNTS
  • Average Account Value
    $642,338
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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