Andrei Petre is a registered investment advisor, based in Omaha, NE, with 6 years of industry experience.
Location
17605 Wright St, Omaha, NE, 68130
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Brinker Capital Securities, LLCBroker
October 2024 - Present · 1 yr 6 mos
Orion Portfolio Solutions, LLC
October 2024 - Present · 1 yr 6 mos
Previous Registrations
Masterworks Advisers, LLC
January 2024 - March 2024 · 2 mos
Alt Fund Distributors LLCBroker
July 2023 - September 2023 · 2 mos
Janney Montgomery Scott LLC
October 2022 - May 2023 · 7 mos
Janney Montgomery Scott LLCBroker
March 2020 - May 2023 · 3 yrs 2 mos
Vanguard Marketing CorporationBroker
July 2017 - December 2018 · 1 yr 5 mos
State Registrations2 states
NEPA
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.