Andrew James Little

Employer firm

Isgam Us LLC CRD 320841

$66.2M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 07/2024 → Present
  Isgam Us Llc
  Miami, FL
• 08/2015 → 09/2017
  Bank Syz Sa
  Geneva
• 05/2018 → Present
  Global Private Client Solutions Sarl
  Rolle
• 05/2018 → Present
  Isgam Ag
  Zurich
• 10/2017 → 05/2018
  Self-Employed
  Zurich

Other Businesses

1) ISGAM AG - Investment Related, Address: Beethovenstrasse 48, Zurich CH-8002, Switzerland, Nature of Business: Portfolio Manager, Asset Management and Financial Planning, Position: Business Development Manager and Financial Planner: Start Date: May 2018 - Present and adding Partner Position with the firm as of January 2020 - Present, Duties: Development of the business via recruitment, training and compliance related functions. 18-20 hours devoted to business per month, 0 hours devoted during securities trading hours. 2) Global Private Client Solutions Sarl - Non-Investment Related, Address: Chemin des Pepinieres 2, Rolle CH-1180, Switzerland, Nature of Business: Consultancy Firm which introduces high net worth individuals and firms to service and product providers. Start Date: 5/2018 to Present, Position: Director, Duties: Sole Shareholder, 23-25 hours devoted to business per month, 0 hours devoted during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-08-17