Andrew Steinmetz is a CFA-designated registered investment advisor, based in Tulsa, OK, with 10 years of industry experience.
Location
1375 E. 71st Street, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the successor trustee of his parent's trust, which will become active in the future, and he spends minimal time on this. He also uses Trinity Strategic Wealth as a DBA and is an associate/employee at Tulsa Wealth Advisors, Inc, both requiring minimal time.
Employment History
Current Registrations
Cabot Lodge Securities LLCBroker
Trinity Strategic Wealth
Cabot Lodge Securities LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations17 states
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