Andrew Degroat is a registered investment advisor, based in Blue Bell, PA, with 35 years of industry experience.
Location
980 Jolly Road, Suite 100, Blue Bell, PA, 19422
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Regulatory History (2)
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Customer Dispute
August 2009Closed-No Action
Customer Dispute
December 2004Closed-No Action
Other Business ActivitiesSells Insurance
Andrew operates under the DBA WhartonHill Advisors and HUB Retirement and Wealth Management, providing investment advisory services through Global Retirement Partners, LLC and HUB International. He also spends about 20% of his time on non-variable insurance.
Employment History
Current Registrations
HUB International Investment Services INC.
January 2020 - Present · 6 yrs 3 mos
HUB International Investment Services INC.Broker
January 2020 - Present · 6 yrs 3 mos
Global Retirement Partners LLC
April 2019 - Present · 7 yrs
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 5 mos
Previous Registrations
Independent Financial Partners
March 2011 - April 2019 · 8 yrs 1 mo
NFP Securities, INC.
February 2009 - December 2009 · 10 mos
Nrp Advisors, INC.
January 2009 - December 2010 · 1 yr 11 mos
Nrp Financial, INC.Broker
January 2009 - November 2010 · 1 yr 10 mos
NFP Securities, INC.Broker
July 2004 - February 2009 · 4 yrs 7 mos
Wharton Equity CorporationBroker
July 1999 - June 2004 · 4 yrs 11 mos
Mutual Service CorporationBroker
December 1995 - July 1999 · 3 yrs 7 mos
New England SecuritiesBroker
March 1991 - December 1995 · 4 yrs 9 mos
New England SecuritiesBroker
November 1990 - February 1991 · 3 mos
State Registrations25 states
ARAZCACOCTDEFLILINKYMAMDMIMTNCNJNMNVNYOHPASCTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.