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Andrew Wilson Tornetta

Hartford Funds

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About Andrew Wilson Tornetta

Andrew Wilson Tornetta is a financial professional with over 15 years of experience in the financial services industry. Andrew has held various roles at several firms, including InCapital LLC, Protective Life, Citizens Securities, Inc., and Franklin Distributors, LLC. Andrew is currently registered with Hartford Funds as a Registered Representative and Investment Adviser Representative.

Firm Information

Andrew Tornetta is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees related to 529 plans and model recommendations.

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Andrew Tornetta’s Registration & Firm History

PA

04/12/2023 - Present

Hartford Funds (WAYNE PA)

FL

05/23/2022 - 03/07/2023

FRANKLIN DISTRIBUTORS, LLC (St. Petersburg FL)

PA

01/06/2021 - 06/09/2021

CITIZENS SECURITIES, INC. (FEASTERVILLE PA)

AL

01/03/2018 - 02/21/2020

PROEQUITIES, INC. (BIRMINGHAM AL)

FL

09/02/2014 - 09/25/2017

INCAPITAL DISTRIBUTORS LLC (BOCA RATON FL)

FL

09/02/2014 - 09/25/2017

INCAPITAL LLC (BOCA RATON FL)

PA

04/04/2008 - 08/20/2014

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (DRESHER PA)

PA

04/05/2007 - 02/29/2008

LINCOLN INVESTMENT PLANNING, INC. (JENKINTOWN PA)

PA

03/23/2006 - 04/09/2007

THRIVENT INVESTMENT MANAGEMENT INC. (LANSDALE PA)

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Licenses & Designations

IA

Issued 03/24/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/27/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/02/2014

Series 7 - General Securities Representative Examination

BC

Issued 03/22/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Andrew Wilson Tornetta. Review regulatory record here.
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