Andrew C. Oskoui

BLUE TOWER ASSET MANAGEMENT

Austin, TX 78734-4749

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CRD#: 6278712

Professional summary

Andrew Cyrus Oskoui is a registered financial advisor currently at BLUE TOWER ASSET MANAGEMENT, LLC located in Austin, Texas.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Andrew has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Cyrus Oskoui'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

November 14, 2014 - Present

BLUE TOWER ASSET MANAGEMENT, LLC

Office #1: 311 Ranch Road 620 S Suite 111, Austin, TX 78734-4749

RIA

CRD#: 173342

Austin, TX

Past

January 6, 2014 - November 10, 2014

ALLOMETRIC RESEARCH AND MANAGEMENT, LLC

RIA

CRD#: 166676

AUSTIN, TX

Past

December 9, 2013 - December 31, 2013

ALLOMETRIC RESEARCH AND MANAGEMENT, LLC

RIA

CRD#: 166676

AUSTIN, TX

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

Texas
(11/14/2014)

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 65

Date: 12/4/2013

Uniform Investment Adviser Law Examination

Current Firm

BLUE TOWER ASSET MANAGEMENT, LLC

CRD#: 173342 / SEC#:

Texas

Registered Investment Advisory firm - (11/14/2014 Approved)

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Contact information

Main Address

311 Ranch Road 620 S Suite 111, Austin, TX 78734-4749

Mailing Address

Phone number

(512) 763-2410

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 30,378,399

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Andrew C. Oskoui

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Cyrus Oskoui's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUE TOWER ASSET MANAGEMENT, LLC

ALLOMETRIC RESEARCH AND MANAGEMENT, LLC

ALLOMETRIC RESEARCH AND MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2013

Current Firm

BLUE TOWER ASSET MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BLUE TOWER ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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