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Andrew Thomas Rudd

ECHELON CAPITAL STRATEGIES, LLC·OAKLAND, California
Clean recordECHELON CAPITAL STRATEGIES, LLC
ONE KAISER PLAZA, OAKLAND, CA 94612CRD# 2123443Firm CRD# 169484

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Thomas Rudd · OAKLAND, CA
Registration
CRD #2123443 · ECHELON CAPITAL STRATEGIES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Andrew Thomas Rudd is a registered financial advisor based in OAKLAND, California, affiliated with ECHELON CAPITAL STRATEGIES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ECHELON CAPITAL STRATEGIES, LLC
ECHELON ASSET MANAGEMENT
AUM
$14M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ECHELON CAPITAL STRATEGIES, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2123443
Firm CRD# 169484
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Thomas Rudd offer?
Andrew Thomas Rudd specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in OAKLAND, California for a consultation.
What are Andrew Thomas Rudd's credentials?
Andrew Thomas Rudd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Thomas Rudd located?
Andrew Thomas Rudd is based in OAKLAND, California, working with ECHELON CAPITAL STRATEGIES, LLC. Their office serves clients in the OAKLAND metropolitan area and surrounding communities.
How does Andrew Thomas Rudd charge for services?
Andrew Thomas Rudd's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ECHELON CAPITAL STRATEGIES, LLC?
ECHELON CAPITAL STRATEGIES, LLC has approximately 5 employees and manages $14M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ECHELON CAPITAL STRATEGIES, LLC

Charles Prentiss Jones
OAKLAND, CA
William James Trenchard
OAKLAND, CA
Aamir Mohammad Sheikh
OAKLAND, CA

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Research
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