Andrea
Shieh
Boulevard Family Wealth
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About this Advisor
Andrea Shieh is a financial advisor based in Beverly Hills, California, working with Boulevard Family Wealth. Andrea has previously held positions at Boulevard Family Wealth Services, LLC, Boulevard Insurance Strategies, Merrill Lynch, Pierce, Fenner & Smith, Inc, Bank Of America, N.A, Boulevard Family Wealth, and The Leaders Group, Inc. Andrea has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Andrea is part of Boulevard Family Wealth, which operates out of Beverly Hills, California. The firm has 5 employees and manages assets totaling $845 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Boulevard Family Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boulevard Family Wealth Brokerage Details
$844,952,540
5
128
$6,601,192
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrea Shieh Work History
Boulevard Family Wealth Services, LLC
The Leaders Group, Inc
Boulevard Insurance Strategies
Boulevard Family Wealth
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith, Inc
Disclosures
Please visit the SEC profile of Andrea Shieh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Boulevard Family Wealth
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
Beverly Hills, CA
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