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Andrew Houston Barton

Facet

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About Andrew Houston Barton

Andrew Barton is a financial advisor registered with Facet. Andrew is a Certified Financial Planner with experience in the financial services industry. Andrew works in the Baltimore, Maryland office of Facet. Previously, Andrew Barton worked at Meeder Investment Management, Inc. and Signator Investors, Inc. Andrew is also a 10% owner and serves on the board of advisors for Standash, LLC. Andrew has passed the Series 6, Series 7, Series 63 and Series 65 exams.

Firm Information

Andrew Barton is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Andrew Barton’s Registration & Firm History

MD

03/04/2021 - Present

Facet (BALTIMORE MD)

OH

04/14/2017 - 07/13/2018

MEEDER INVESTMENT MANAGEMENT, INC. (DUBLIN OH)

OH

02/08/2012 - 01/07/2014

SIGNATOR INVESTORS, INC. (COLUMBUS OH)

OH

08/02/2010 - 08/23/2010

NEW ENGLAND SECURITIES (COLUMBUS OH)

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Licenses & Designations

IA

Issued 05/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/27/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/14/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Houston Barton.
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