Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew David Haber

Moelis & Co. LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew David Haber

Andrew Haber is a financial advisor with over 24 years of experience in the financial services industry. He is currently registered with Moelis & Co. LLC, a leading independent investment bank, and has previously held positions at BEAR, STEARNS & CO. INC.. Andrew is licensed to provide investment advice in the state of New York. He holds Series 7, 63, 79TO, 99TO, and SIE licenses. His extensive experience and qualifications make him well-equipped to provide clients with a wide range of investment services.

Firm Information

Andrew Haber is currently registered with Moelis & Co. LLC. Moelis & Co. LLC is a Limited Liability Company that was formed on June 12, 2007. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

154

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Haber’s Registration & Firm History

NY

08/07/2008 - Present

Moelis & Co. LLC (NEW YORK NY)

NY

08/11/1998 - 06/12/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

Not sure if Andrew David Haber is right for you?

Licenses & Designations

BC

Issued 09/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/10/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Andrew David Haber.
Not sure if Andrew David Haber is right for you?