Andrea M. Gandolfo
Professional summary
Andrea Mohr Gandolfo, who also goes by Andrea Lee Mohr, Andrea Mohr Reagan, Andrea Mohr Regan, is a registered financial advisor currently at BAILARD, INC. located in Foster City, California.
Andrea is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Andrea has worked at 2 firms and has passed the Series 63, Series 65, SIE, Series 62 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrea Mohr Gandolfo's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 8, 1997 - Present
BAILARD, INC.
Office #1: 950 Tower Lane Suite 1900, Foster City, CA 94404-2131March 14, 1988 - June 26, 2018
BAILARD FUND SERVICES, INC.
Primary Firm SEC Registration
BAILARD, INC.
CRD#: 110550 / SEC#: 801-8562
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/8/1997)
Exams
Series 62
Date: 3/16/1995
Corporate Securities Limited Representative ExaminationCurrent Firm
BAILARD, INC.
CRD#: 110550 / SEC#: 801-8562
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,573 |
| AUM (Assets Under Management) | $ 6,538,323,255 |
Red Flags
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