Andrew Hart is a CFP-designated registered investment advisor at Delegate Advisors, LLC, based in Chapel Hill, NC, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 51 clients with $1.7B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$1.7B
Loading...
Location
1335 Environ Way, Chapel Hill, NC, 27517
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Delegate Advisors, LLC
May 2013 - Present · 13 yrs 5 mos
Previous Registrations
Brownson, Rehmus & Foxworth, INC.
June 2004 - February 2012 · 7 yrs 8 mos
Credit Suisse First Boston
January 2003 - October 2003 · 9 mos
Donaldson Lufkin & Jenrette Securities Corporation
September 1997 - January 2003 · 5 yrs 4 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
More Advisors
- Alexandria Jeter, CFPOld Peak Finance
- Sherri Rose, CFPAzimuth Planning Group, LLC
- Matthew Inman, CFPFranklin Street Advisors INC.
- Victor Colella, CFPWoodward Financial Advisors, INC.
- Pamelia Herndon, ChFCState Farm Investment Management CORP.
- Amyjo Mcelfresh, CFPAmphora Wealth Management, LLC