Andrew Durfee is a registered investment advisor, based in Buffalo, NY, with 21 years of industry experience.
Location
217 Linwood Ave, Lower, Buffalo, NY, 14209
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Regulatory History
Clean regulatory record
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.
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Andrew is the owner of Accreux Wealth Management LLC, a DBA for his Raymond James business with Anthony Pandolfi. This activity takes about half of Andrew's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
March 2012 - February 2021 · 8 yrs 11 mos
UBS Financial Services INC.Broker
July 2011 - February 2021 · 9 yrs 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
May 2007 - June 2009 · 2 yrs 1 mo
Morgan Stanley & CO., IncorporatedBroker
April 2007 - May 2007 · 1 mo
Morgan Stanley Dw INC.Broker
August 2004 - April 2007 · 2 yrs 8 mos
State Registrations26 states
ALARCACOCTFLGAIDILKSLAMAMDMIMTNCNHNVNYOHPASCSDTXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.