Larry Andreano

ADVISORY ADVOCATES LLC

Grand Rapids, MI 49546

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CRD#: 5048197

Professional summary

Larry Andreano is a registered financial advisor currently at ADVISORY ADVOCATES LLC located in Grand Rapids, Michigan.

Larry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Larry has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

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.

SAIL, LLC 2068 S SHORE DRIVE, HOLLAND, MI 49423; SAIL, LLC OWNS APARTMENTS AND IS NOT AN INVESTMENT RELATED BUSINESS. I CONTROL 65%. SAIL, LLC WAS FORMED IN MARCH 2004. I DEVOTE NO TIME DURING NORMAL BUSINESS HOURS TO THIS HOLDING. SAIL, LLC UTILIZES A PROPERTY MANAGEMENT FIRM TO HANDLE DAY TO DAY OPERATIONS. I RECIEVE NO COMPENSATION AT THIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Andreano'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

June 5, 2025 - Present

ADVISORY ADVOCATES LLC

Office #1: 4981 Cascade Road Suite C, Grand Rapids, MI 49546

RIA

CRD#: 284100

Grand Rapids, MI

Past

April 21, 2017 - September 8, 2025

L.M. KOHN & COMPANY

RIA

CRD#: 27913

Holland, MI

Past

April 21, 2017 - September 8, 2025

L.M. KOHN & COMPANY

CRD#: 27913

Holland, MI

Past

December 10, 2010 - December 31, 2016

ROYAL ADVISORS, LLC

RIA

CRD#: 145006

GRAND RAPIDS, MI

Past

November 10, 2010 - August 1, 2017

ROYAL SECURITIES COMPANY

CRD#: 10702

GRAND RAPIDS, MI

Past

May 11, 2009 - November 4, 2010

OPPENHEIMER & CO. INC.

RIA

CRD#: 249

GRAND RAPIDS, MI

Past

May 11, 2009 - November 4, 2010

OPPENHEIMER & CO. INC.

CRD#: 249

GRAND RAPIDS, MI

Past

April 18, 2006 - May 13, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

GRAND RAPIDS, MI

Past

January 1, 2006 - May 13, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

GRAND RAPIDS, MI

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

Michigan
(6/5/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/5/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/21/2005

General Securities Representative Examination

Current Firm

ADVISORY ADVOCATES LLC

CRD#: 284100 / SEC#:

California

Registered Investment Advisory firm - (5/13/2019 Terminated)

Florida

Registered Investment Advisory firm - (12/23/2019 Terminated)

Indiana

Registered Investment Advisory firm - (5/26/2021 Approved)

Iowa

Registered Investment Advisory firm - (9/24/2020 Approved)

Kentucky

Registered Investment Advisory firm - (11/18/2024 Terminated)

Maryland

Registered Investment Advisory firm - (11/2/2018 Terminated)

Michigan

Registered Investment Advisory firm - (7/25/2016 Approved)

Mississippi

Registered Investment Advisory firm - (12/23/2019 Terminated)

Pennsylvania

Registered Investment Advisory firm - (12/11/2023 Terminated)

Texas

Registered Investment Advisory firm - (10/29/2020 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (11/2/2018 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

4981 Cascade Road Suite C, Grand Rapids, MI 49546

Mailing Address

4981 Cascade Road Suite C, Grand Rapids, MI 49546

Phone number

(866) 597-8938

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	309
AUM (Assets Under Management)	$ 76,301,250

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.

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Advisor Monitoring

Firm Stability Insights

Larry Andreano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Larry Andreano's CRS (Customer Relationship Summary).

Certified licenses

Experience

L.M. KOHN & COMPANY

L.M. KOHN & COMPANY

ROYAL ADVISORS, LLC

ROYAL SECURITIES COMPANY

OPPENHEIMER & CO. INC.

OPPENHEIMER & CO. INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/5/2006

SIE

Date: 10/1/2018

Series 7

Date: 12/21/2005

Current Firm

ADVISORY ADVOCATES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVISORY ADVOCATES LLC

TRUST BUT VERIFY

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