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Andrew Jeffrey Schmiess

Kensington Investment Counsel

Long Beach, CA

Santa Barbara, CA

CRD 7856938

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Employer firm

Kensington Investment Counsel CRD 108012

$310M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

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

Current Employers
Kensington Investment Counsel

5580 E. 2Nd Street Suite 209, Long Beach, CA 90803 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

5580 E. 2Nd Street Suite 209, Long Beach, CA 90803 • United States

21 E. Canon Perdido Suite 214, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Self Employed Santa Barbara CA 08/2012 01/2024
Kensington Investment Counsel Long Beach CA 01/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-28
  • S65 Uniform Investment Adviser Law Examination
    2023-12-28

View on SEC IAPD

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Nearby Offices

EDWARD JONES · LONG BEACH, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Long Beach, CA
STIFEL, NICOLAUS & COMPANY, INCORPORATED · LONG BEACH, CA

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