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Andrew Robbins

18 Years of Experience
New York, NY
1 Disclosure

Andrew Robbins is a registered investment advisor at Pioneer Square Advisors, LLC, based in New York, NY, with 18 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 1 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$31.5M

Fee Structure

Investment management only (planning not offered)

Pioneer Square Advisors does not directly manage investments. Instead, they refer clients to third-party investment advisors. These advisors may charge up to 1% annually, and fees are negotiable.

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Location

515 Madison Avenue, 29th Floor, New York, NY, 10021

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History

Regulatory History (1)
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Regulatory
August 2021
Final
Employment History
Current Registrations
Pioneer Square Advisors, LLC
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Pioneer Square Advisors, LLC
February 2009 - December 2013 · 4 yrs 10 mos
Pioneer Square Advisors, LLC
June 2007 - December 2008 · 1 yr 6 mos
Quellos Fund Services, LLCBroker
October 2005 - April 2007 · 1 yr 6 mos
Quellos Private Capital Markets, L.P.
July 2005 - April 2007 · 1 yr 9 mos
Quellos Capital Management LP
November 2002 - April 2007 · 4 yrs 5 mos
Quellos Fixed Income Advisors LLC
November 2002 - March 2004 · 1 yr 4 mos
Quellos Brokerage Services, LLCBroker
November 2000 - October 2005 · 4 yrs 11 mos
State Registrations1 state
WA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.