AH
CFA
AH
CFA

Andrew Haley

21 Years of Experience
Redding, CT

Andrew Haley is a CFA-designated registered investment advisor at Seva Funds, LLC, based in Redding, CT, with 21 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $1.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$1.2M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Redding, CT

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History

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.

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Employment History
Current Registrations
Seva Funds, LLC
June 2026 - Present · 4 mos
Previous Registrations
UBS Securities LLCBroker
May 2003 - June 2023 · 20 yrs 1 mo
Goldman, Sachs & CO.Broker
October 2001 - March 2003 · 1 yr 5 mos
State Registrations1 state
CT
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.
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