Andre Small
Advisor at A Small Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at A Small Investment
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity. As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation.
My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO.
At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.
$3,000
$250/hr
Up to $777.79/mo
A Small Investment, LLC
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
Bank Of America, N.a.
2018 - 2023 (5 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2018 - 2023 (5 years)
DHL Supply Chain
2014 - 2018 (4 years)
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