Unclaimed Profile

David Elliott West

ANDCO CONSULTING, LLC·ORLANDO, Florida

Clean record20 years registeredANDCO CONSULTING, LLC

4901 VINELAND ROAD, ORLANDO, FL 32811CRD# 4708845Firm CRD# 111964

Profile Verification

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

Identity

David Elliott West · ORLANDO, FL

Registration

CRD #4708845 · ANDCO CONSULTING, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ANDCO CONSULTING, LLC

MARINER INSTITUTIONAL, LLC

Apr 2006 – Sep 2024

WINTER PARK, FL

BURGESS CHAMBERS & ASSOCIATES INC

Aug 2005 – Jan 2006

WINTER PARK, FL

Registrations & Exams

Registration record

First registered · August 18, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARINER INSTITUTIONAL, LLC

CRD 111964 · SEC 801-58253

AUM

$977M

Regulatory assets under management

Employees

24 client accounts

Services offered by MARINER INSTITUTIONAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MARINER INSTITUTIONAL, LLC →

Introduction

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Frequently Asked Questions

What services does David Elliott West offer?

David Elliott West specializes in Investment Management.

What are David Elliott West's credentials?

David Elliott West is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Elliott West located?

David Elliott West is based in ORLANDO, Florida, last registered with ANDCO CONSULTING, LLC.

How does David Elliott West charge for services?

David Elliott West'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 ANDCO CONSULTING, LLC?

ANDCO CONSULTING, LLC has approximately 90 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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