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AG

Andrew J. Giannone

FOREFRONT ANALYTICS
W. Conshohocken, PA 19428
Some features on this profile are disabled
CRD#: 5818353
AG

Professional summary


Andrew J Giannone is a registered financial advisor currently at FOREFRONT ANALYTICS, LLC located in W. Conshohocken, Pennsylvania.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Andrew has worked at 6 firms and has passed the Series 65 and Series 7TO exams.

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.
1. Forefront Analytics; Investment Related; 100 Front Street Suite 1111, West Conshohocken, PA 19428; Investment Management institutional business; Title: Training Consultant; Start date May 2022; 5 hours per month; 0 hours during trading hours; Provides training and explanations for new/continuing employees to facilitate their swift take up of new tasks. 2. GKFO. Investment Related; 100 Front Street Suite 1111, West Conshohocken, PA 19428; Investment Management retail business; Title: Training Consultant; Start date May 2022; 5 hours per month; 0 hours during trading hours; Provides training and explanations for new/continuing employees to facilitate their swift take up of new tasks.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Andrew J Giannone's CRS (Customer Relationship Summary).
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 2, 2022 - Present

FOREFRONT ANALYTICS, LLC

Office #1: One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428
RIA
CRD#: 153016
W. Conshohocken, PA
Past

September 3, 2024 - June 9, 2025

ALLIO MARKETS, LLC

BD
CRD#: 318268
SEATTLE, WA
Past

December 5, 2023 - June 9, 2025

ALLIO ADVISORS

RIA
CRD#: 317938
Collegeville, PA
Past

July 12, 2022 - December 31, 2023

GKFO, LLC

RIA
CRD#: 151138
W. CONSHOHOCKEN, PA
Past

January 2, 2020 - June 16, 2022

ALDEN CAPITAL

RIA
CRD#: 293551
WAYNE, PA
Past

December 15, 2014 - June 30, 2022

BLUESTONE CAPITAL MANAGEMENT, LLC

RIA
CRD#: 157841
WAYNE, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FOREFRONT ANALYTICS, LLC
FOREFRONT ANALYTICS, LLC

CRD#: 153016 / SEC#: 801-71469

RIA
Registered Investment Advisory firm - (6/3/2010 Approved)

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
Pennsylvania
(6/2/2022)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/30/2024
General Securities Representative Examination

Current Firm


FA
FOREFRONT ANALYTICS, LLC
FOREFRONT ANALYTICS, LLC

CRD#: 153016 / SEC#: 801-71469

RIA
Registered Investment Advisory firm - (6/3/2010 Approved)
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Contact information


Main Address
One Tower Bridge 100 Front Street, Suite 1111, W. Conshohocken, PA 19428
Mailing Address
Phone number
(610) 341-3900
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (10 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FOREFRONT ANALYTICS, LLC DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts262
AUM (Assets Under Management)$ 572,988,609

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


FOREFRONT ANALYTICS, LLC

CRD#: 153016W. Conshohocken, PA 19428

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