Andrew Ross Bodner

Employer firm

Double Diamond Investment Group, LLC CRD 152755

$65.0M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Double Diamond Investment Group, Llc
  Parsippany, NJ
• 01/2010 → Present
  Apw Capital, Inc.
  Parsippany, NJ

Previous Registrations

• 2002-07-22 → 2010-01-14
  Ubs Financial Services Inc.
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

1-Double Diamond Investment Gp, Investment related: Yes, 1719 State Route 10, Suite 105, Parsippany, NJ, 07054, investment management, President, 01/08/2010, 50, manage portfolios, compliance 2-Madison Brokerage; Morristown, NJ; Business Type: Fixed Insurance/excludes equity indexed annuities; Start date: 09/25/2015; Title: RIA; Duties: Banner life fixed life insurance; Time spent: Maybe an hour. 3-DoubleDiamon Investment Group; Investment related: Yes; Parsippany, NJ; RIA; investing retained percentage; offerings of tax free bonds or US Treasury items; Start Date: 1/8/2010; Time Spent: 80 hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-12-17

Designations

• Certified Financial Planner

Other Names

• Andrew Ross Herman
• Andrew Ross Herman
• Herman Andrew Ross
• Andrew Ross Herman