Asset ManagerRIA · CRD 29931SEC-Registered

Updated:

Andrew Garrett

ANDREW GARRETT, INC. is an SEC-registered investment adviser in NEW YORK, NY, registered since 2010. The firm manages $521 million in assets, with $134 million...

Andrew Garrett logo

Andrew Garrett

ANDREW GARRETT, INC. is an SEC-registered investment adviser in NEW YORK, NY, registered since 2010. The firm manages $521 million in assets, with $134 million on a discretionary basis. It has 14 employees and 10 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Frequently asked questions

What is Andrew Garrett Inc.'s connection to Jordan Belfort?

Jordan Belfort held his early securities license at Andrew Garrett before leaving to found Stratton Oakmont, the firm at the center of a large-scale securities fraud portrayed in his memoir and the Scorsese film. Andrew Garrett itself was not charged in the Stratton Oakmont matter, and the distinction between the firm and the individual who worked there is a critical regulatory nuance.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More New York Asset Manager profiles