Andrew Boyd Hartline

CFA

Naples Global Advisors

23 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Naples Global Advisors

Compensation

Fee-Only (AUM)

Firm Size

14 advisors

Number of Clients

290 clients

Average Client Portfolio

$5.7M average

Assets Under Management

$1.7B

Location

3003 Cardinal Drive, Suite E, Vero Beach, FL, 32963

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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.

Employment History

Current Registrations

Naples Global Advisors

July 2017 - Present · 8 yrs 7 mos

Previous Registrations

Northern Trust Securities, INC.Broker

August 2002 - July 2017 · 14 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.