AG
AG

Andrew Bruen Greep

27 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
268 advisors
Number of Clients
14,305 clients
Average Client Portfolio
$387K average
Assets Under Management
$5.5B

Fee Structure

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Location

6451 N. Federal Hwy, Suite 1201, Ft. Lauderdale, FL, 33308

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History

Regulatory History (1)
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Regulatory
October 2011
Final
Other Business Activities

Andrew is the president of Greep Wealth Management, where he spends most of his time providing advisory investment management and financial planning services. He also serves as president of Greep Consulting Services Inc. and as an overseer at Bible Church at Bethel Ranch, dedicating minimal time to each.

Employment History
Current Registrations
Kovack Advisors, INC.
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Ronald Blue & CO. LLC
October 2011 - October 2015 · 4 yrs
Morgan Stanley Smith BarneyBroker
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley Smith Barney LLC
June 2009 - October 2010 · 1 yr 4 mos
Morgan Stanley & CO. Incorporated
May 2008 - June 2009 · 1 yr 1 mo
Morgan Stanley & CO. IncorporatedBroker
May 2008 - June 2009 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2004 - May 2008 · 3 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2004 - May 2008 · 3 yrs 8 mos
Citigroup Global Markets INC.
October 2000 - September 2004 · 3 yrs 11 mos
Citigroup Global Markets INC.Broker
October 2000 - September 2004 · 3 yrs 11 mos
Dean Witter Reynolds INC.Broker
November 1997 - October 2000 · 2 yrs 11 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Andrew Bruen Greep - Financial Advisor | TrueAdvisor