Andrew S. Parlin
Professional summary
Andrew Stephen Parlin is a registered financial advisor currently at WASHINGTON PEAK INVESTMENT ADVISORS LLC located in Silver Bay, New York.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Andrew has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Stephen Parlin's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2017 - Present
WASHINGTON PEAK INVESTMENT ADVISORS LLC
August 28, 2003 - October 19, 2007
PARLIN INVESTMENTS LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/24/2021)
(10/4/2018)
(2/9/2022)
(8/1/2017)
Current Firm
WASHINGTON PEAK INVESTMENT ADVISORS LLC
CRD#: 289052 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 37 |
| AUM (Assets Under Management) | $ 21,412,992 |
Red Flags
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