Andrew Dean Purdy
Investment adviser representative at Spectrum Asset Management, Inc.
11 yearsExperience
1 stateRegistered in
$18.3BFirm assets
39 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Spectrum Asset Management, Inc.Oct 2024 to now
- Sami Brokerage LLCSep 2024 to now
- UnemployedApr 2024 to Sep 2024
- CitigroupJan 2023 to Apr 2024
- Estabrook Capital ManagementJul 2013 to Jan 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CT).
Spectrum Asset Management, Inc.
$18.3BAssets managed
74Clients
4Advisers
39 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
- 4769845
- Firm CRD
- 300463