Andrew F. Mathieson
Professional summary
Andrew Fricke Mathieson, who also goes by Andrew Mathieson, is a registered financial advisor currently at FAIRVIEW CAPITAL located in Greenbrae, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Andrew has worked at 1 firm and has passed the Series 63, Series 65 and Series 2 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Fricke Mathieson's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 1998 - Present
FAIRVIEW CAPITAL
Office #1: 300 Drakes Landing Rd #250, Greenbrae, CA 94904Primary Firm SEC Registration
FAIRVIEW CAPITAL
CRD#: 108102 / SEC#: 801-55385
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/1998)
Exams
Series 2
Date: 5/17/1995
Non-Member General Securities ExaminationCurrent Firm
FAIRVIEW CAPITAL
CRD#: 108102 / SEC#: 801-55385
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 701 |
| AUM (Assets Under Management) | $ 1,996,013,409 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/23/2025 | ||
| 10/25/2023 | ||
| 01/25/2023 |
Red Flags
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Company Information
FAIRVIEW CAPITAL
CRD#: 108102Greenbrae, CA 94904TRUST BUT VERIFY
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