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Detailed Report
ANDREA HELENE MATOLO
ANDREA HELENE LLOVERA, ANDREA MATOLO
CRD#: 5178888
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Investment Adviser
FIRST FOUNDATION ADVISORSCRD#: 106075 18101 VON KARMAN AVENUE
SUITE 700
IRVINE, CA 92612
Registration History
20062008201020122014201620182020202220242026IAFIRST FOUNDATION ADVISORS (CRD# 106075)2015 - Present (9 years)IACARTER JACOBS, LLC (CRD# 119919)2007 - 2012 (4 years)IAAXA ADVISORS, LLC (CRD# 6627)2006 - 2007 (<1 year)
License(s)

State Registrations

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California 10/30/2015
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Texas 10/1/2024
Current Registration(s)
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FIRST FOUNDATION ADVISORS (CRD#:106075)
18101 VON KARMAN AVENUE SUITE 700, IRVINE, CA 92612
Registered with this firm since 10/30/2015
Previous Registration(s)
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 04/30/2007 - 01/04/2012 CARTER JACOBS, LLC (CRD#:119919) SHERMAN OAKS, CA
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 08/31/2006 - 05/08/2007 AXA ADVISORS, LLC (CRD#:6627) WOODLAND HILLS, CA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.