AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
AG

Andrew F. Gurley

SIEBERT WILLIAMS SHANK & CO.
New York, NY 10005
Some features on this profile are disabled
CRD#: 1419238
AG

Professional summary


Andrew Fenn Gurley JR, who also goes by Andrew Fenn Gurley, Drew Fenn Gurley, Drew Gurley Jr, Drew Gurley, Andrew Fenn Gurley Jr., is a registered financial professional currently at SIEBERT WILLIAMS SHANK & CO., LLC located in New York, New York.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1986. Andrew has worked at 6 firms and has passed the Series 63, Series 52TO, SIE, Series 7 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Fenn Gurley | Drew Fenn Gurley | Drew Gurley Jr | Drew Gurley | Andrew Fenn Gurley Jr.

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew Fenn Gurley JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 20, 2010 - Present

SIEBERT WILLIAMS SHANK & CO., LLC

Office #1: 100 Wall Street 18th Floor, New York, NY 10005
BD
CRD#: 42568
New York, NY
Past

July 15, 2009 - October 27, 2010

FIRST SOUTHWEST COMPANY, LLC

BD
CRD#: 316
NEW YORK, NY
Past

January 16, 2006 - July 1, 2008

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 4, 1993 - January 16, 2006

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

May 20, 1986 - September 16, 1987

MATTHEWS & WRIGHT, INC.

BD
CRD#: 7025
Past

May 20, 1986 - September 16, 1987

MATTHEWS & WRIGHT CAPITAL, INC.

BD
CRD#: 10939

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(1/1/2011)
RR
Connecticut
(10/20/2010)
RR
Delaware
(5/12/2014)
RR
District of Columbia
(10/20/2010)
RR
Florida
(10/20/2010)
RR
Georgia
(5/12/2014)
RR
Illinois
(10/21/2010)
RR
Indiana
(5/12/2014)
RR
Kentucky
(5/12/2014)
RR
Maine
(10/21/2010)
RR
Maryland
(10/20/2010)
RR
Massachusetts
(1/1/2011)
RR
Michigan
(1/1/2011)
RR
Missouri
(5/12/2014)
RR
New Hampshire
(1/1/2011)
RR
New Jersey
(10/20/2010)
RR
New York
(1/1/2011)
RR
North Carolina
(1/3/2011)
RR
Ohio
(10/20/2010)
RR
Pennsylvania
(1/1/2011)
RR
Puerto Rico
(5/12/2014)
RR
Rhode Island
(1/1/2011)
RR
South Carolina
(5/12/2014)
RR
Texas
(1/7/2011)
RR
Vermont
(10/20/2010)
RR
Virginia
(1/1/2011)
RR
Wisconsin
(5/12/2014)

Exams


State Security Law Exam
RR
Series 63
Date: 12/29/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


SW
SIEBERT WILLIAMS SHANK & CO., LLC
SIEBERT CISNEROS SHANK & CO., L.L.C. | SIEBERT, BRANDFORD, SHANK & CO., L.L.C. | SIEBERT WILLLIAMS SHANK | SIEBERT WILLIAMS SHANK & CO., LLC

CRD#: 42568 / SEC#: , 8-49877

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
100 Wall Street 18th Floor, New York, NY 10005
Mailing Address
100 Wall Street 18th Floor, New York, NY 10005
Phone number
(646) 775-4850
Established
Delaware since 03/10/1997
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHANK WILLIAMS CISNEROS, LLCOWNER
CALABRISOTTO, DIANNE NMNAML OFFICER1273900
CALABRISOTTO, DIANNE NMNCHIEF COMPLIANCE OFFICER & COO1273900
CHANDA, ATEESH SINGHCHIEF LEGAL OFFICER6973151
DIAZ, DANIELFINANCIAL PRINCIPAL2214417
HALL, GARYCO-PRESIDENT4393662
SHANK-WERDLOW, SUZANNE FRANCESCEO, DIRECTOR OF PARENT1860931
THOMPSON, WILLIAM COLRIDGE JRCHIEF ADMINISTRATIVE OFFICER2316101
WARNER, SOBANI MULENGACO-PRESIDENT1732009

Disclosures


Regulatory Event4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIEBERT WILLIAMS SHANK & CO., LLC

CRD#: 42568New York, NY 10005

TRUST BUT VERIFY

Monitor Andrew Gurley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Richard Gaspare Dragotta
Richard DragottaAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
Paramus, NJ
Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics