Andrew
Randak

Fieldpoint Private Securities, LLC

CRD#4073000
Investment Advisor
in New York, NY
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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

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

400 Park Ave Ste 1800 18Th Fl
New York, NY 10022

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Fieldpoint Private Securities, LLC Brokerage Details

Total Assets Under Management

$2,372,761,610

NY Average: $5,297,377,271
Total Number of Employees

50

NY Average: 35
Total Number of Accounts

3,786

NY Average: 690
Average Account Size

$626,720

NY Average: $7,677,358

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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.

2015 - Present (4 years)

Fieldpoint Private Securities LLC

2000 - 2015 (15 years)

Brown Brothers Harriman & Co

Disclosures

Andrew Randak has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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