Andrew Moretine has been an investment adviser representative at The William Allan since December 2020, and is not listed among the firm’s executive officers or direct owners. Andrew Moretine holds a Bachelor of Business Administration with an emphasis in Finance from Loyola Marymount University.
The William Allan Corporation is a Fort Collins, CO firm with $204M under management, 239 clients and 2 advisers across 2 offices, as of its April 2026 filing.
Andrew Moretine is Associate Advisor of William Allan. He has been an Associate Financial Advisor with the firm since August 2017. He works with individuals and families on planning topics ranging from retirement considerations to investment management.
- – present · 5 yearsLong Beach, CA · Adviser representative · Firm CRD 133147
Investment adviser representative registrations
Andrew Moretine is registered as an investment adviser representative in California, as a resident of California, since December 2020.
- CaliforniaResidentSince 16 December 2020
Examinations
No examinations are on Andrew Moretine’s record.
- CRD
- 7320312
- Firm
- The William Allan · CRD 133147
- Office
- Long Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- willallan.com
Where does Andrew Moretine work?
Andrew Moretine is an investment adviser representative registered through The William Allan Corporation since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Moretine a financial advisor?
Yes. Andrew Moretine has a current investment-adviser registration in California, through The William Allan since December 2020.
How many years of experience does Andrew Moretine have?
Andrew Moretine has 5 years in the financial industry, since December 2020, across 1 adviser firm.
Where is Andrew Moretine based?
Andrew Moretine’s registered office is in Long Beach, CA.
Is Andrew Moretine registered with FINRA?
No. Andrew Moretine has no current broker registration.
How can I verify Andrew Moretine’s record?
Search CRD 7320312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Moretine’s full registration record.
