Andrew Fuller has been an investment adviser representative at Beverly Hills Private Wealth since February 2024, and is not listed among the firm’s executive officers or direct owners.
Beverly Hills Private Wealth, LLC is a Beverly Hills, CA firm with $912M under management, 250 clients and 6 advisers in one office, as of its March 2026 filing.
Andrew Fuller’s longest registration is the current one, 2 years at Beverly Hills Private Wealth since 2024. Before joining Beverly Hills Private Wealth in 2024, Andrew Fuller was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 2 yearsBeverly Hills, CA · Adviser representative · Firm CRD 321132
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 1 yearLos Alamitos, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Andrew Fuller is registered as an investment adviser representative in California, since February 2024.
- CaliforniaSince 29 February 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 October 2021 |
| Series 7TO | General Securities Representative Examination | 2 September 2021 |
| SIE | Securities Industry Essentials Examination | 15 May 2020 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7268562
- Firm
- Beverly Hills Private Wealth · CRD 321132
- Office
- 350 S. BEVERLY DRIVE, SUITE 360, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Andrew Fuller work?
Andrew Fuller is an investment adviser representative registered through Beverly Hills Private Wealth, LLC since February 2024, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Fuller a financial advisor?
Yes. Andrew Fuller has a current investment-adviser registration in California, through Beverly Hills Private Wealth since February 2024.
How many years of experience does Andrew Fuller have?
Andrew Fuller has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Andrew Fuller passed?
Andrew Fuller has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in May 2020.
Where did Andrew Fuller work before Beverly Hills Private Wealth?
Before Beverly Hills Private Wealth, Andrew Fuller was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, October 2021 to October 2022.
Where is Andrew Fuller based?
Andrew Fuller’s registered office is in Beverly Hills, CA.
Is Andrew Fuller registered with FINRA?
No. Andrew Fuller has no current broker registration.
How can I verify Andrew Fuller’s record?
Search CRD 7268562 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Fuller’s full registration record.
