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AL

Andrew H. Lampert

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CRD#: 1845140
AL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Andrew Hugh Lampert, who also goes by Andy Lampert, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1988. Andrew had worked at 7 firms and has passed the Series 63, SIE, Series 7, Series 3 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Lampert

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

July 6, 2017 - March 29, 2018

ACKRELL CAPITAL, LLC

BD
CRD#: 129847
SAN FRANCISCO, CA
Past

September 16, 2014 - July 31, 2015

SOFI SECURITIES LLC

BD
CRD#: 151717
SAN FRANCISCO, CA
Past

June 8, 2012 - September 21, 2012

MISSION CAPITAL LLC

BD
CRD#: 148006
NEW YORK, NY
Past

October 1, 1997 - March 2, 1998

CANTOR FITZGERALD SECURITIES

BD
CRD#: 19660
NEW YORK, NY
Past

January 9, 1997 - October 1, 1997

CANTOR FITZGERALD & CO.

BD
CRD#: 134
NEW YORK, NY
Past

January 4, 1993 - January 24, 1997

HARRIS NESBITT CORP.

BD
CRD#: 7299
CHICAGO, IL
Past

August 31, 1988 - January 4, 1993

HARRIS GOVERNMENT SECURITIES INC.

BD
CRD#: 22511

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/18/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


AC
ACKRELL CAPITAL, LLC
ACKRELL CAPITAL, LLC

CRD#: 129847 / SEC#: , 8-66265

BD
Termination Requested by SEC on 09/11/2025
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/20/2003
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
ACKRELL, MICHAEL KEVINMANAGING PARTNER,CHIEF COMPLIANCE OFFICER
POSTREL, HELENE BERSONPFO, POO

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


ACKRELL CAPITAL, LLC

CRD#: 129847

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