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Andrew Isaac Sinclair

Investment adviser representative at Ned Davis Research, Inc.
10 yearsExperience
1 stateRegistered in
CFADesignation
$2.2MFirm assets

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How the firm charges

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

HourlySubscriptionFixed or flat feeOther

Services the firm offers

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

  • Portfolio management
  • Pension consulting
  • Market timing
  • Seminars and workshops

Experience

10 years in the industry.

  1. Ned Davis Research, Inc.Dec 2024 to now
  2. SapMay 2022 to Dec 2024
  3. GartnerJun 2018 to May 2022
  4. GlgMar 2016 to Apr 2018

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006

State registrations

Registered as an investment adviser representative in 1 state (NY).

Ned Davis Research, Inc.

$2.2MAssets managed
1,577Clients
17Advisers
25 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
4991789
Firm CRD
112260
Advisor's SEC record (opens in a new tab)
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