Andrew J. Colyer

THE ITHAKA GROUP

Arlington, VA 22203

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CRD#: 2365598

Professional summary

Andrew Joseph Colyer, who also goes by Andrew Colyer, is a registered financial advisor currently at THE ITHAKA GROUP, LLC located in Arlington, Virginia.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Andrew has worked at 5 firms and has passed the Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Andrew Colyer

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) - RIA

Click below to view Andrew Joseph Colyer'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

May 21, 2008 - Present

THE ITHAKA GROUP, LLC

Office #1: 3811 N Fairfax Drive Suite 720, Arlington, VA 22203

RIA

CRD#: 146975

Arlington, VA

Past

November 23, 2005 - January 2, 2008

SANDS CAPITAL MANAGEMENT, LLC

RIA

CRD#: 137610

ARLINGTON, VA

Past

October 19, 2004 - November 30, 2005

SANDS CAPITAL MANAGEMENT, LP

RIA

CRD#: 104742

ARLINGTON, VA

Past

September 22, 1999 - July 17, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 31, 1994 - July 2, 1999

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE ITHAKA GROUP, LLC

CRD#: 146975 / SEC#: 801-69086

RIA

Registered Investment Advisory firm - (4/23/2008 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/15/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 9/15/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/29/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/4/2000

General Securities Principal Examination

Current Firm

THE ITHAKA GROUP, LLC

CRD#: 146975 / SEC#: 801-69086

RIA

Registered Investment Advisory firm - (4/23/2008 Approved)

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Contact information

Main Address

3811 N Fairfax Drive Suite 720, Arlington, VA 22203

Mailing Address

Phone number

(240) 395-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 BROCHURE (2/18/2025)

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 554,892,816

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.

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Advisor Monitoring

Firm Stability Insights

Andrew J. Colyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Joseph Colyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANDS CAPITAL MANAGEMENT, LLC

SANDS CAPITAL MANAGEMENT, LP

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

THE ITHAKA GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/15/1994

Series 7

Date: 8/29/1994

Series 24

Date: 11/4/2000

Current Firm

THE ITHAKA GROUP, LLC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE ITHAKA GROUP, LLC

TRUST BUT VERIFY

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