Andrew G. Skinner
Professional summary
Andrew Gratke Skinner, who also goes by Andrew G Skinner, is a registered financial advisor currently at TREEHOUSE WEALTH ADVISORS located in Walnut Creek, California.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Andrew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Gratke Skinner's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 11, 2018 - Present
TREEHOUSE WEALTH ADVISORS
Office #1: 1600 S Main St. Suite 195, Walnut Creek, CA 94596April 21, 2011 - April 10, 2018
SAN FRANCISCO SENTRY INVESTMENT GROUP
April 20, 2011 - April 10, 2018
S F SENTRY SECURITIES, INC.
June 3, 2002 - April 5, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 28, 2000 - April 5, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TREEHOUSE WEALTH ADVISORS
CRD#: 292016 / SEC#: 801-112623
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/11/2018)
Exams
Current Firm
TREEHOUSE WEALTH ADVISORS
CRD#: 292016 / SEC#: 801-112623
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 739 |
| AUM (Assets Under Management) | $ 536,998,730 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
TREEHOUSE WEALTH ADVISORS
CRD#: 292016Walnut Creek, CA 94596TRUST BUT VERIFY
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