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AG

Andrew A. Gitkin

LEERINK PARTNERS LLC
Santa Monica, CA 90404
Some features on this profile are disabled
CRD#: 2528182
AG

Professional summary


Andrew Ari Gitkin, who also goes by Andrew Gitkin, is a registered financial professional currently at LEERINK PARTNERS LLC located in Santa Monica, California.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1994. Andrew has worked at 9 firms and has passed the Series 63, Series 65, Series 99TO, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andrew Gitkin

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 Ari Gitkin'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

February 16, 2024 - Present

LEERINK PARTNERS LLC

Office #1: 2450 Colorado Avenue Suite 100e, Santa Monica, CA 90404
BD
CRD#: 39011
Santa Monica, CA
Past

June 7, 2019 - February 21, 2024

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Los Angeles, CA
Past

May 21, 2013 - June 3, 2019

PIPER SANDLER & CO.

BD
CRD#: 665
SAN FRANCISCO, CA
Past

June 9, 2011 - May 14, 2013

MOELIS & COMPANY LLC

BD
CRD#: 145115
LOS ANGELES, CA
Past

May 10, 2008 - March 7, 2011

SADDLE POINT ASSET MANAGEMENT, LLC

RIA
CRD#: 146890
BEVERLY HILLS, CA
Past

November 3, 2000 - April 8, 2003

UBS SECURITIES LLC

BD
CRD#: 7654
NEW YORK, NY
Past

March 25, 1999 - November 3, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

January 16, 1998 - September 1, 1998

SALOMON BROTHERS INC.

BD
CRD#: 740
NEW YORK, NY
Past

November 1, 1994 - March 9, 1999

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY

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
(2/16/2024)

Exams


State Security Law Exam
RR
Series 63
Date: 10/13/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
Cboe BYX Exchange, Inc.
SRO Registrations
RR
Cboe BZX Exchange, Inc.
SRO Registrations
RR
Cboe EDGA Exchange, Inc.
SRO Registrations
RR
Cboe EDGX Exchange, Inc.
SRO Registrations
RR
FINRA
SRO Registrations
RR
Investors' Exchange LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
Nasdaq Stock Market

Current Firm


LP
LEERINK PARTNERS LLC
LEERINK | SVB SECURITIES LLC | SVB LEERINK LLC | LEERINK, SWANN, GARRITY, SOLLAMI, YAFFE & WYNN, INC. | LEERINK SWANN LLC | LEERINK SWANN & COMPANY | LEERINK SWANN & CO., INC. | LEERINK PARTNERS, LLC | LEERINK PARTNERS LLC | LEERINK PARTNERS | LEERINK & CO., INC.

CRD#: 39011 / SEC#: 801-68264, 8-48535

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
53 State Street 40th Floor, Boston, MA, 02109
Mailing Address
53 State Street 40th Floor 40th Floor, Boston, MA, 02109
Phone number
(617) 918-4900
Established
Delaware since 07/19/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

LEERINK ADV PART 2A 03 2012 (3/24/2012)

Direct owners and executive officers


NamePositionCRD#
LEERINK INTERMEDIATE HOLDINGS LLCMEMBER
CASEY, KEVIN MICHAELCHIEF COMPLIANCE OFFICER4754440
DAVIDSON, THOMAS ADAMSENIOR MANAGING DIRECTOR2248233
DUBIN, DANIEL BARRYSENIOR MANAGING DIRECTOR3231063
GENTILE, JOSEPH ROBERTCHIEF ADMINISTRATIVE OFFICER2545927
HEINEMAN, STEVEN PGENERAL COUNSEL5386950
JURKIEWICZ, GREGG MARTINFINOP4440135
LEERINK, JEFFREY ALANCEO1718986
OLSON, ERIC PATRICKPRINCIPAL OPERATIONS OFFICER2542584

Disclosures


Regulatory Event6

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


LEERINK PARTNERS LLC

CRD#: 39011Santa Monica, CA 90404

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