Andrew Bodner is a CFP-designated registered investment advisor, based in Delray Beach, FL, with 38 years of industry experience.
Location
55 SE 2nd Avenue, Delray Beach, FL, 33444
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is the president of Double Diamond Investment Gp, where he manages portfolios and handles compliance, dedicating about a quarter of his time. He also works as an RIA for Madison Brokerage, selling fixed insurance (excluding equity indexed annuities) and fixed life insurance, spending minimal time on this activity.
Employment History
Current Registrations
Double Diamond Investment Group, LLC
Apw Capital, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
The G.M.S. Group, INC.Broker
Moore & Schley, Cameron & CO.Broker
The G.M.S. Group, INC.Broker
State Registrations9 states
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