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Andrea Marie Sefler

BROYHILL ASSET MANAGEMENT, LLC·CHARLOTTE, North Carolina
Clean record8 years registeredBROYHILL ASSET MANAGEMENT, LLC
601 SOUTH CEDAR ST., SUITE 200, CHARLOTTE, NC 28202CRD# 5997424Firm CRD# 120462

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrea Marie Sefler · CHARLOTTE, NC
Registration
CRD #5997424 · BROYHILL ASSET MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

BROYHILL ASSET MANAGEMENT, LLC
Apr 2018 – present
02

Registrations & Exams

Registration record
First registered · April 23, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BROYHILL ASSET MANAGEMENT, LLC
CRD 120462 · SEC 801-121859
AUM
$192M
Regulatory assets under management
Employees
5
83 client accounts
Services offered by BROYHILL ASSET MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at BROYHILL ASSET MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Andrea Marie Sefler offer?
Andrea Marie Sefler specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Andrea Marie Sefler's credentials?
Andrea Marie Sefler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrea Marie Sefler located?
Andrea Marie Sefler is based in CHARLOTTE, North Carolina, working with BROYHILL ASSET MANAGEMENT, LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Andrea Marie Sefler charge for services?
Andrea Marie Sefler's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BROYHILL ASSET MANAGEMENT, LLC?
BROYHILL ASSET MANAGEMENT, LLC has approximately 5 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BROYHILL ASSET MANAGEMENT, LLC

Danny Joe Wakin
LENOIR, NC
Christopher Rocco Pavese
CHARLOTTE, NC

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Research
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