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Andrea Evers Crikelair

CHAMPLAIN ADVISORS
CHRISTIANSTED TOWN, VI
·CRD# 3129406·28 years experience

Professional Summary

Andrea Evers Crikelair, who also goes by Andrea Tiffany Evers, Andrea Evers, is a registered financial advisor currently at CHAMPLAIN ADVISORS, LLC located in Christiansted Town, undefined. Andrea is registered as a RR (Registered Representative) and started their career in finance in 1998. Andrea has worked at 3 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 55, Series 3 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Andrea Tiffany Evers, Andrea Evers

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

28 years in the financial services industry

Current & Past Employments

CHAMPLAIN ADVISORS, LLC·CRD# 129560
BD
No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820
January 7, 2010 - Present
UBS SECURITIES LLC·CRD# 7654
BD
Stamford, CT
August 12, 2004 - November 19, 2008
CREDIT SUISSE SECURITIES (USA) LLC·CRD# 816
BD
New York, NY
October 21, 1998 - August 6, 2004

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Current Firm

CA
CHAMPLAIN ADVISORS, LLC

CHAMPLAIN ADVISORS, LLC

CRD#: 129560 / SEC#: 8-66233
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

No. 7 King Street Unit 3-5 3rd Floor, Christiansted Town, VI, 00820

Mailing Address

P.o. Box 24290, Christiansted, VI 00824-0290

Phone Number

(212) 686-7949

Established

Delaware since 05/01/2003

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CRIKELAIR, TERENCE MICHAELMEMBER, CHIEF COMPLIANCE OFFICER2804253
CRIKELAIR, ANDREA EVERSMEMBER3129406

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Virgin Islands
(4/21/2022)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1998About the Series 63 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Mar 1999

Series 3 — National Commodity Futures Examination

Passed Oct 1998About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Oct 1998About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Andrea Evers Crikelair's CRS (Customer Relationship Summary).

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