Andrew Donald Frey

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 12/2018 → 11/2022
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 01/2015 → 12/2018
  Cutler Investment Counsel, Llc
  Bellevue, WA
• 04/2024 → Present
  United Capital Financial Advisors, Llc
  Irving, TX
• 11/2022 → 04/2024
  U.S. Bank Private Wealth Management
  Missoula, MT

Previous Registrations

• 2019-03-15 → 2022-12-06
  United Capital Financial Advisors
  Seattle, WA
  Seattle, WA
• 2015-02-02 → 2018-12-06
  Cutler Investment Group
  Seattle, WA
  Bellevue, WA
• 2013-10-29 → 2015-01-26
  Summit Capital Management Llc
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-29

Designations

• Chartered Financial Analyst

Other Names

• Andy Frey