Andrew J. Ramsey
Professional summary
Andrew J Ramsey is a registered financial advisor currently at HIRTLE, CALLAGHAN & CO., LLC located in Denver, Colorado.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Andrew has worked at 3 firms and has passed the Series 66, Series 3, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Andrew J Ramsey's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2020 - Present
HIRTLE, CALLAGHAN & CO., LLC
Office #1: 3200 Cherry Creek S. Drive Suite 350, Denver, CO 80209March 9, 2017 - September 22, 2020
CRESTONE ASSET MANAGEMENT LLC
August 17, 2015 - December 31, 2016
CRESTONE ASSET MANAGEMENT LLC
February 9, 2015 - September 22, 2020
CRESTONE SECURITIES LLC
Primary Firm SEC Registration
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/26/2020)
(8/27/2020)
Exams
Current Firm
HIRTLE, CALLAGHAN & CO., LLC
CRD#: 105403 / SEC#: 801-32688
Contact information
SEC notice filing (34 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,746 |
| AUM (Assets Under Management) | $ 20,992,384,760 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2024 | ||
| 10/25/2023 | ||
| 02/27/2023 |
Red Flags
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