Unclaimed Profile

Andrew Dimmitt Hart

DELEGATE ADVISORS, LLC·CHAPEL HILL, North Carolina

Series 7, Series 63, Series 65Clean record28 years registeredDELEGATE ADVISORS, LLC

101 GLEN LENNOX DRIVE, CHAPEL HILL, NC 27517-8834CRD# 1585970Firm CRD# 159953

Profile Verification

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

Identity

Andrew Dimmitt Hart · CHAPEL HILL, NC

Registration

CRD #1585970 · DELEGATE ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

DELEGATE ADVISORS, LLC

May 2013 – present

BROWNSON, REHMUS & FOXWORTH, INC.

Jun 2004 – Feb 2012

MENLO PARK, CA

CREDIT SUISSE FIRST BOSTON

Jan 2003 – Oct 2003

SAN FRANCISCO, CA

DONALDSON LUFKIN & JENRETTE SECURITIES CORPORATION

Sep 1997 – Jan 2003

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 2, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DELEGATE ADVISORS, LLC

CRD 159953 · SEC 801-72996

AUM

$1.0B

Regulatory assets under management

Employees

940 client accounts

Services offered by DELEGATE ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at DELEGATE ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Dimmitt Hart offer?

Andrew Dimmitt Hart specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in CHAPEL HILL, North Carolina for a consultation.

What are Andrew Dimmitt Hart's credentials?

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

Where is Andrew Dimmitt Hart located?

Andrew Dimmitt Hart is based in CHAPEL HILL, North Carolina, working with DELEGATE ADVISORS, LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.

How does Andrew Dimmitt Hart charge for services?

Andrew Dimmitt Hart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DELEGATE ADVISORS, LLC?

DELEGATE ADVISORS, LLC has approximately 13 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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