Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Hart is a financial advisor with over 20 years of experience in the industry. He has worked for several prominent firms including Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, Montgomery Securities, Oppenheimer & Co., Inc., and Texas Commerce Brokerage Company. Andrew is currently registered with Delegate Advisors, LLC in North Carolina and Texas. He holds Series 7, 63, and 65 licenses and is a Certified Financial Planner. Andrew specializes in providing financial planning, portfolio management, and selection of other advisors for high-net-worth individuals, corporations, insurance companies, charitable organizations, and pooled investment vehicles. Andrew is dedicated to helping clients achieve their financial goals through customized investment strategies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
04/22/2022 - Present
Delegate Advisors, LLC (CHAPEL HILL NC)
NY
05/10/2001 - 10/28/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
09/02/1997 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
CA
06/22/1995 - 09/02/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
06/07/1993 - 06/13/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
TX
11/21/1986 - 06/10/1993
TEXAS COMMERCE BROKERAGE COMPANY (HOUSTON TX)
IA
Issued 05/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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