TrueAdvisor
TrueAdvisor
AH
AH
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Areas of Practice
Investment Management
Macquarie Investment Management Business Trust
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
377 clients
Average Client Portfolio
$506.5M average
Assets Under Management
$191.0B

Fee Structure

Financial Planning:Investment management only

Location

610 Market Street, Philadelphia, PA, 19106

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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
Macquarie Investment Management Business Trust
February 2023 - Present · 3 yrs
Delaware Distributors, L.P.Broker
February 2023 - Present · 3 yrs
Delaware Distributors, L.P.
February 2023 - Present · 3 yrs
Previous Registrations
Hartford Funds Distributors, LLCBroker
October 2022 - January 2023 · 3 mos
Hartford Funds
October 2022 - January 2023 · 3 mos
Macquarie Investment Management Business Trust
April 2020 - October 2022 · 2 yrs 6 mos
Delaware Distributors, L.P.Broker
July 2014 - October 2022 · 8 yrs 3 mos
Delaware Capital Management Advisers, INC
July 2014 - April 2020 · 5 yrs 9 mos
Advisors Asset Management, INC.Broker
January 2011 - July 2014 · 3 yrs 6 mos
Advisors Asset Management, INC.
January 2011 - July 2014 · 3 yrs 6 mos
Goldman, Sachs & CO.Broker
December 2009 - January 2011 · 1 yr 1 mo
Riversource Fund Distributors, INC.Broker
January 2009 - December 2009 · 11 mos
Riversource Investments
November 2008 - December 2009 · 1 yr 1 mo
Riversource Distributors, INC.Broker
March 2007 - January 2009 · 1 yr 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2005 - February 2007 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2005 - February 2007 · 1 yr 11 mos
State Registrations5 states
MNNDPASDWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.