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AP

Andrew L. Preikschat

EDGEBROOK INVESTMENTS
Ceres, CA 95307
Some features on this profile are disabled
CRD#: 4119644
AP

Professional summary

Andrew Lee Preikschat is a registered financial advisor currently at EDGEBROOK INVESTMENTS, LLC located in Ceres, California.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andrew has worked at 3 firms and has passed the Series 7 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Since August 2021, Andrew Preikschat is CEO and owner of Don's RV Center (near Modesto, CA) and spends more than 75% of his time in that role.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Lee Preikschat's 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 4, 2005 - Present

EDGEBROOK INVESTMENTS, LLC

Office #1: 4872 Rohde Road, Ceres, CA 95307
RIA
CRD#: 133418
Ceres, CA
Past

March 22, 2000 - October 1, 2001

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

January 20, 2000 - December 31, 2000

WIT CAPITAL CORPORATION

BD
CRD#: 41499
OLD GREENWICH, CT

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
California
(2/4/2005)

Exams

General Industry/Product Exam
RR
Series 7
Date: 1/19/2000
General Securities Representative Examination

Current Firm

EI
EDGEBROOK INVESTMENTS, LLC
EDGEBROOK INVESTMENTS, LLC

CRD#: 133418 / SEC#:

California
Registered Investment Advisory firm - (2/4/2005 Approved)
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Contact information

Main Address
4872 Rohde Road, Ceres, CA 95307
Mailing Address
Phone number
(310) 403-3454
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 3,023,079

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

EDGEBROOK INVESTMENTS, LLC

CRD#: 133418Ceres, CA 95307

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