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Andrew Kaiser

40 Years of Experience
Atlantic Highlands, NJ

Andrew Kaiser is a registered investment advisor at Mountain Hill Investment Partners, based in Atlantic Highlands, NJ, with 40 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 174 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only
Assets Under Management
$539.0M

Fee Structure

Investment management only (planning not offered)
  • Hourly or flat fee advice on outside assets — Charged based on the scope and complexity of the engagement for clients seeking advice on assets not held at Mountain Hill Investment Partners Corp.
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Location

724 Kings Highway East, Atlantic Highlands, NJ, 07716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew is the owner/advisor of Mountain Hill Investment Partners, a registered investment advisor, dedicating nearly full-time hours to this role. He also serves as a trustee for RAKMF, a board member for Lacrosse in Middletown, president of RJJ Group LLC (real estate/rental), and owner/spokesperson for Mountain Hill School, LLC.

Employment History
Current Registrations
Mountain Hill Investment Partners
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Mountain Hill Investment Partners
June 2016 - December 2016 · 6 mos
Mutual Securities, INC.Broker
July 2015 - November 2016 · 1 yr 4 mos
Western International Securities
June 2009 - June 2015 · 6 yrs
Western International Securities, INC.Broker
June 2009 - June 2015 · 6 yrs
American Portfolios Advisors, INC
March 2006 - June 2009 · 3 yrs 3 mos
American Portfolios Financial Services, INC.Broker
March 2006 - June 2009 · 3 yrs 3 mos
UBS Financial Services INC.
February 2001 - March 2006 · 5 yrs 1 mo
UBS Financial Services INC.Broker
February 2001 - March 2006 · 5 yrs 1 mo
UBS Warburg LLCBroker
June 1998 - March 2001 · 2 yrs 9 mos
Sbc Warburg Dillon Read INC.Broker
April 1998 - June 1998 · 2 mos
Painewebber IncorporatedBroker
October 1993 - April 1998 · 4 yrs 6 mos
Smith Barney Shearson INC.Broker
July 1993 - October 1993 · 3 mos
Lehman Brothers INC.Broker
October 1986 - July 1993 · 6 yrs 9 mos
East Coast Securities Group, INC.Broker
March 1986 - October 1986 · 7 mos
State Registrations2 states
NJTX
Advisor

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Exams
No exam information available for this advisor.
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