Andrew R. Kelleher
Professional summary
Andrew Ramsey Kelleher, CFP®, who also goes by Drew Kelleher, is a registered financial advisor currently at DENVER PWM, LLC located in Denver, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 5 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Ramsey Kelleher's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2023 - Present
DENVER PWM, LLC
Office #1: 2000 South Colorado Boulevard Tower One Suite 3700, Denver, CO 80222October 10, 2019 - January 25, 2023
CHARLES SCHWAB & CO., INC.
September 16, 2019 - January 25, 2023
CHARLES SCHWAB & CO., INC.
May 15, 2018 - August 20, 2019
LINCOLN FINANCIAL DISTRIBUTORS, INC.
February 28, 2013 - March 29, 2016
CURIAN CAPITAL, LLC
October 20, 2009 - April 13, 2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
Primary Firm SEC Registration
DENVER PWM, LLC
CRD#: 171139 / SEC#: 801-79624
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/8/2023)
Exams
Current Firm
DENVER PWM, LLC
CRD#: 171139 / SEC#: 801-79624
Contact information
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,078 |
| AUM (Assets Under Management) | $ 554,076,246 |
Red Flags
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