# PUTTERMAN ANDREW

PUTTERMAN ANDREW appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [WINDERMERE INVESTMENT ASSOCIATES, LLC](https://search.stillhousedata.com/firm/131224) | CO-CHIEF EXECUTIVE OFFICER | PORTLAND, OR |
| — | Form ADV | [LYDIAN WEALTH MANAGEMENT COMPANY, LLC](https://search.stillhousedata.com/firm/107659) | CFO/PRESIDENT/DIRECTOR | ROCKVILLE, MD |
| — | Form ADV | [FORTIGENT, LLC](https://search.stillhousedata.com/firm/138164) | CHIEF EXECUTIVE OFFICER/VICE PRESIDENT | FORT MILL, SC |
| — | Form ADV | [CONCORD EQUITY GROUP ADVISORS, LLC](https://search.stillhousedata.com/firm/143315) | DIRECTOR | MATAWAN, NJ |
| — | Form ADV | [B+ INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/173267) | MEMBER | LOS ANGELES, CA |


---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.