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Andrew Jesse White

PRIMA CAPITAL ADVISORS LLC·SCARSDALE, New York
SIE, Series 7, Series 24, Series 63, Series 79TOClean recordPRIMA CAPITAL ADVISORS LLC
2 OVERHILL ROAD, SCARSDALE, NY 10583CRD# 4931561Firm CRD# 124719

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Jesse White · SCARSDALE, NY
Registration
CRD #4931561 · PRIMA CAPITAL ADVISORS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 63
Series 79TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PRIMA CAPITAL ADVISORS LLC
CRD 124719 · SEC 801-61688
AUM
$9.5B
Regulatory assets under management
Employees
10
28 client accounts
Services offered by PRIMA CAPITAL ADVISORS LLC
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at PRIMA CAPITAL ADVISORS LLC →
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Frequently Asked Questions

What services does Andrew Jesse White offer?
Andrew Jesse White specializes in Retirement Planning, Wealth Management. Contact their office in SCARSDALE, New York for a consultation.
What are Andrew Jesse White's credentials?
Andrew Jesse White is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Jesse White located?
Andrew Jesse White is based in SCARSDALE, New York, working with PRIMA CAPITAL ADVISORS LLC. Their office serves clients in the SCARSDALE metropolitan area and surrounding communities.
How does Andrew Jesse White charge for services?
Andrew Jesse White's firm is compensated through percentage of aum, performance-based fees, other: mortgage loan origination fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIMA CAPITAL ADVISORS LLC?
PRIMA CAPITAL ADVISORS LLC has approximately 10 employees and manages $9.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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