Fieldpoint Private Securities, LLC
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About this Advisor
Andrew Randak is a chartered financial analyst based out of New York, New York, who has been in the industry for 18 years. Randak is an employee of Fieldpoint Private Securities, LLC. The advisor has gained experience at Brown Brothers Harriman & Co and Fieldpoint Private Securities LLC. Randak holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to serve investors in Florida. Fieldpoint Private Securities, LLC is a registered investment firm headquartered in New York, New York. It has offices in three locations and a total of 43 financial advisors. It handles $2 billion in assets under management across its 2,458 accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 12 charities and foundations. Of its 2,458 customer accounts, 15% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services are offered. Fees billed by Fieldpoint Private Securities, LLC most likely are comprised of any blend of asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Fieldpoint Private Securities, LLC Brokerage Details
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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
Andrew Randak Work History
Andrew has 18 years of experience.
Fieldpoint Private Securities LLC
Brown Brothers Harriman & Co
Andrew Randak has no disclosures.
Please visit their SEC profile for more details.