Andrew Thomas Greenawalt
Investment adviser representative at Sowell Management
10 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sowell ManagementMar 2026 to now
- Weaver and Tidwell, L.L.P.Mar 2026 to now
- Weaver Capital AdvisorsMar 2026 to now
- MML Investors Services LLCSep 2024 to Mar 2026
- Mass Mutual Life Insurance CompanyAug 2024 to Mar 2026
- Foreside Financial Services, LLCOct 2023 to Aug 2024
- Barrow Hanley Global InvestorsSep 2023 to Aug 2024
- Johcm Funds Distributors, LLCJun 2023 to Oct 2023
- PgiaJan 2022 to Oct 2023
- Foreside Financial Services, LLCMar 2021 to Jun 2023
- Barrow, Hanley, Mewhinney & Strauss, LLCMar 2016 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 5791829
- Firm CRD
- 127145