Unclaimed Profile

Andrew George Pratt

WETHERBY ASSET MANAGEMENT·SAN FRANCISCO, California

Series 66Clean record22 years registeredWETHERBY ASSET MANAGEMENT

580 CALIFORNIA ST., SAN FRANCISCO, CA 94104CRD# 1087341Firm CRD# 107341

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew George Pratt · SAN FRANCISCO, CA

Registration

CRD #1087341 · WETHERBY ASSET MANAGEMENT · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WETHERBY ASSET MANAGEMENT

REBALANCE LLC

Nov 2019 – Sep 2024

Corte Madera, CA

WETHERBY ASSET MANAGEMENT

May 2007 – Feb 2019

SAN FRANCISCO, CA

FAIRLEAD FINANCIAL ADVISORS, LLC

Nov 2003 – Dec 2006

MILL VALLEY, CA

Registrations & Exams

FINRA examinations passed

Series 66

Registration record

First registered · November 18, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

CRD 107341 · SEC 801-36445

AUM

$7.3B

Regulatory assets under management

Employees

3,828 client accounts

Services offered by LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew George Pratt offer?

Andrew George Pratt specializes in Financial Planning, Investment Management, Retirement Planning.

What are Andrew George Pratt's credentials?

Andrew George Pratt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew George Pratt located?

Andrew George Pratt is based in SAN FRANCISCO, California, last registered with WETHERBY ASSET MANAGEMENT.

How does Andrew George Pratt charge for services?

Andrew George Pratt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WETHERBY ASSET MANAGEMENT?

WETHERBY ASSET MANAGEMENT has approximately 87 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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