DA
Douglas G. Andrey
ANDREY, DOUGLAS
San Jose, CA 95129
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CRD#: 7445171
DA
Professional summary
Douglas George Andrey is a registered financial advisor currently at ANDREY, DOUGLAS located in San Jose, California.
Douglas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Douglas has worked at 1 firm 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.
OmniIndex.io - Data Analytics Tool for analyzing unstructured data such as text, chat, and email. I am currently head of operations. I am responsible for all back-end operations such as accounting and filing reports with government agencies. I work 5 hours a day during trading day. I devote 173 hours per month to this business.
CRS (Client Relationship Summary) - RIA
Click below to view Douglas George Andrey'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®
NoneExperience
Current
February 2, 2022 - Present
ANDREY, DOUGLAS
Office #1: 5531 Castle Manor Dr, San Jose, CA 95129RIA
CRD#: 312183
San Jose, CA
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
California(2/2/2022)
Current Firm
AD
ANDREY, DOUGLAS
ANDREY, DOUGLAS | ANDREY, DOUGLAS, GEORGE
CRD#: 312183 / SEC#: 801-122552
California
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Contact information
Main Address
5531 Castle Manor Dr, San Jose, CA 95129
Mailing Address
Phone number
(408) 313-0705
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 1,500,032 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
