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Andrew D. Urbanski, CPWA®

Andrew D. Urbanski, CPWA®

Vice President - Financial Advisor - Portfolio Manager - Rule 144 Specialist

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location of Andrew D. Urbanski, CPWA®Greenwich, Connecticut, United States

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  • Timeline

  • About me

    Senior Private Wealth Financial Advisor | Managing Director - Investments | Senior PIM® Portfolio Manager | Sports & Entertainment Accredited Wealth Management Advisor at Wells Fargo Advisors Offices in CT and FL

  • Education

    • The University of Chicago Booth School of Business

      2019 -
      Certified Private Wealth Advisor

    • Western Connecticut State University

      2001 - 2006
      Bachelor of Science Justice & Law Administration, Concentration in Legal Studies, Minor in History

    • NYU School of Professional Studies

      2010 - 2011
      Certificate in Financial Planning CFP

  • Experience

    • Morgan Stanley

      Mar 2007 - May 2014
      Vice President - Financial Advisor - Portfolio Manager - Rule 144 Specialist

    • Masonicare

      Jan 2008 - Jan 2014
      Ashlar Village Board of Directors & Investment Committee Member

    • Metropolitan Opera

      Jan 2010 - Jan 2015
      Eastern Region National Council Treasurer

    • UBS

      May 2014 - Sept 2020
      Senior Vice President - Wealth Advisor - Sr Portfolio Manager

    • Wells Fargo Advisors

      Sept 2020 - now
      Senior Private Wealth Advisor, Managing Director - Investments, Senior PIM® Portfolio Manager

  • Licenses & Certifications

    • Certificate of Membership

      Investments & Wealth Institute
      Sept 2019

    • Sports & Entertainment Accredited Wealth Management Advisor™ or SE-AWMA™ Professional Designation

      College for Financial Planning
      Aug 2023
      View certificate certificate

    • Certified Private Wealth Advisor

      Investments & Wealth Institute
      Dec 2019

    • SIE - Securities Industry Essentials Examination

      FINRA
      Oct 2018

    • Series 31

      FINRA
      Jun 2007

    • Series 7

      FINRA
      May 2007

    • Series 66

      FINRA
      Jun 2007

    • Chartered Mutual Fund Counselor

      College for Financial Planning
      Apr 2008

    • Life-Accident-Health-Variable Lines Insurance

      FINRA (Financial Industry Regulatory Authority)
      Jun 2007

  • Honors & Awards

    • Awarded to Andrew D. Urbanski, CPWA®
      Named to the 2023 Wells Fargo Advisors Platinum Council Wells Fargo Advisors 2023 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
    • Awarded to Andrew D. Urbanski, CPWA®
      Named to the 2022 Wells Fargo Advisors Platinum Council Wells Fargo Advisors 2022 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
    • Awarded to Andrew D. Urbanski, CPWA®
      Named to the 2021 Wells Fargo Advisors Platinum Council Wells Fargo Advisors 2021 The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.