Andrew C. Kinder
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Andrew Conley Kinder, CFP®, who also goes by Andrew C Kinder, Andrew Kinder, Drew Kinder, was a registered financial professional .
Andrew is a previously registered financial professional and started their career in finance in 2018. Andrew had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 30, 2024 - January 23, 2026
MDRN CAPITAL
March 4, 2022 - April 3, 2024
SEQUOIA FINANCIAL GROUP, L.L.C.
March 23, 2020 - March 8, 2022
BUCKINGHAM STRATEGIC WEALTH, LLC
April 6, 2018 - September 17, 2019
MORGAN STANLEY
February 23, 2018 - September 17, 2019
MORGAN STANLEY
Primary Firm SEC Registration
MDRN CAPITAL
CRD#: 325950 / SEC#: 801-130784
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MDRN CAPITAL
CRD#: 325950 / SEC#: 801-130784
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,977 |
| AUM (Assets Under Management) | $ 338,630,429 |
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.
