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Andrew Nelson Macken

Investment adviser representative at 7two
12 yearsExperience
2 statesRegistered in
$230.4MFirm assets
2 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

12 years in the industry.

  1. 7twoJan 2024 to now
  2. Seventwo, LLCJan 2024 to now
  3. Baldwin Brothers Inc.Oct 2017 to Jun 2024
  4. Cottage Street Advisors, LLCNov 2014 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2014

State registrations

Registered as an investment adviser representative in 2 states (MA, TX).

7two

Legal name: Seventwo LLC

$230.4MAssets managed
57Clients
5Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2417288
Firm CRD
328900
Advisor's SEC record (opens in a new tab)
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