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Andrew James Dodd

DODD, ANDREW JAMES·JUPITER, Florida
Unclaimed Profile
107 AMBERJACK LANE, JUPITER, FL 33477CRD# 828831Firm CRD# 158064
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About

Andrew James Dodd is a registered financial advisor based in JUPITER, Florida, affiliated with DODD, ANDREW JAMES. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DODD, ANDREW JAMES
SEVERN FINANCIAL ADVISORS
AUM
$10M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 828831
Firm CRD# 158064
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew James Dodd offer?
Andrew James Dodd specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Andrew James Dodd's credentials?
Andrew James Dodd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew James Dodd located?
Andrew James Dodd is based in JUPITER, Florida, working with DODD, ANDREW JAMES. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Andrew James Dodd charge for services?
Andrew James Dodd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DODD, ANDREW JAMES?
DODD, ANDREW JAMES has approximately 1 employees and manages $10M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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