Unclaimed Profile

Andrew Conover Burns

HAMILTON POINT INVESTMENT ADVISORS, LLC·CHAPEL HILL, North Carolina

Series 7, Series 65Clean record18 years registeredHAMILTON POINT INVESTMENT ADVISORS, LLC

100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 1599811Firm CRD# 144534

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Conover Burns · CHAPEL HILL, NC

Registration

CRD #1599811 · HAMILTON POINT INVESTMENT ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HAMILTON POINT INVESTMENT ADVISORS, LLC

HAMILTON POINT INVESTMENT ADVISORS, LLC

Aug 2007 – Apr 2022

CHAPEL HILL, NC

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · August 21, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HAMILTON POINT INVESTMENT ADVISORS, LLC

CRD 144534 · SEC 801-68186

AUM

$935M

Regulatory assets under management

Employees

780 client accounts

Services offered by HAMILTON POINT INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HAMILTON POINT INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Conover Burns offer?

Andrew Conover Burns specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are Andrew Conover Burns's credentials?

Andrew Conover Burns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Conover Burns located?

Andrew Conover Burns is based in CHAPEL HILL, North Carolina, last registered with HAMILTON POINT INVESTMENT ADVISORS, LLC.

How does Andrew Conover Burns charge for services?

Andrew Conover Burns's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HAMILTON POINT INVESTMENT ADVISORS, LLC?

HAMILTON POINT INVESTMENT ADVISORS, LLC has approximately 11 employees and manages $935M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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