Unclaimed Profile

Andrew Jerome Rand

RAND WEALTH, LLC·SAN FRANCISCO, California

Series 3, Series 7, Series 24, Series 63, Series 65CFPClean record25 years registeredRAND WEALTH, LLC

49 STEVENSON STREET, SAN FRANCISCO, CA 94105CRD# 2648600Firm CRD# 157807

Profile Verification

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

Identity

Andrew Jerome Rand · SAN FRANCISCO, CA

Registration

CRD #2648600 · RAND WEALTH, LLC · 25 years registered

Brand Profile

Not yet started

Career History

1919 INVESTMENT COUNSEL, LLC

Oct 2018 – present

RAND & ASSOCIATES

Dec 2011 – Oct 2018

BALTIMORE, MD

SAN FRANCISCO SENTRY INVESTMENT GROUP

Apr 2011 – Aug 2012

SAN FRANCISCO, CA

HOWE BARNES CAPITAL MANAGEMENT, INC.

Dec 2007 – Mar 2011

CHICAGO, IL

HOEFER & ARNETT CAPITAL MANAGEMENT, INC.

Mar 2004 – Dec 2007

SAN FRANCISCO, CA

DEUTSCHE INVESTMENT MANAGEMENT AMERICAS INC.

Mar 2001 – Apr 2004

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · March 15, 2001

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RAND WEALTH, LLC

CRD 157807 · SEC 801-72391

AUM

$1.3B

Regulatory assets under management

Employees

1,266 client accounts

Services offered by RAND WEALTH, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at RAND WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Jerome Rand offer?

Andrew Jerome Rand specializes in Investment Management. Contact their office in SAN FRANCISCO, California for a consultation.

What are Andrew Jerome Rand's credentials?

Andrew Jerome Rand holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Jerome Rand located?

Andrew Jerome Rand is based in SAN FRANCISCO, California, working with RAND WEALTH, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Andrew Jerome Rand charge for services?

Andrew Jerome Rand'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 RAND WEALTH, LLC?

RAND WEALTH, LLC has approximately 12 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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