Andrew Lowenstein (CRD# 5207209) is an Investment Advisor Representative working at Cruden Bay Investment Management, LLC in Westlake Village, CA and has over 17 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cruden Bay Investment Management, LLC | Westlake Village, CA | Aug 2016 - Current | 7 |
| Lpl Financial, LLC | Westlake Village, CA | Nov 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2007 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- CA
-
Total Assets Under Management461MILLIONS
-
Total Number of Accounts120ACCOUNTS
-
Average Account Value$3,840,671
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, MI, NY, PA
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