Andrew Pratt (CRD# 1087341) is an Investment Advisor Representative working at Rebalance LLC in Palo Alto, CA and has over 26 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rebalance LLC | Palo Alto, CA | Oct 2019 - Current | 4 |
| Between Employment | Corte Madera, CA | Feb 2019 - Oct 2019 | < 1 |
| Wetherby Asset Management | San Francisco, CA | Aug 2006 - Jan 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 1997 |
- CA
-
Total Assets Under Management1,313MILLIONS
-
Total Number of Accounts1,609ACCOUNTS
-
Average Account Value$815,877
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AK, AL, AZ, CA, CO, CT, DC, FL, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TX, VA, VT, WA
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