AdvisorOS Directory
Claim Profile
CH

Christy Lynn Hart

NEWSQUARE CAPITAL, LLC·NEWTOWN SQUARE, Pennsylvania
Unclaimed Profile
16 CAMPUS BOULEVARD, NEWTOWN SQUARE, PA 19073-3229CRD# 5252130Firm CRD# 152430
01

About

Christy Lynn Hart is a registered financial advisor based in NEWTOWN SQUARE, Pennsylvania, affiliated with NEWSQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
NEWSQUARE CAPITAL, LLC
NEWSQUARE CAPITAL, LLC
AUM
$1.6B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at NEWSQUARE CAPITAL, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: SEPARATE ACCOUNT MANAGER
Regulatory
SEC/IARD CRD# 5252130
Firm CRD# 152430
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTOWN SQUARE?

Browse all registered financial advisors in NEWTOWN SQUARE, Pennsylvania or claim this profile if it's yours.

Browse NEWTOWN SQUARE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Christy Lynn Hart offer?
Christy Lynn Hart specializes in Investment Management, Wealth Management. Contact their office in NEWTOWN SQUARE, Pennsylvania for a consultation.
What are Christy Lynn Hart's credentials?
Christy Lynn Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christy Lynn Hart located?
Christy Lynn Hart is based in NEWTOWN SQUARE, Pennsylvania, working with NEWSQUARE CAPITAL, LLC. Their office serves clients in the NEWTOWN SQUARE metropolitan area and surrounding communities.
How does Christy Lynn Hart charge for services?
Christy Lynn Hart's firm is compensated through percentage of aum, subscription fees, other: separate account manager. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWSQUARE CAPITAL, LLC?
NEWSQUARE CAPITAL, LLC has approximately 17 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTOWN SQUARE
Paul Flick Strid — STRID GROUP, LLCSteven Conway Graham — GRAHAM PARTNERS, INC.Dana Haines Stewardson — LOGAN CAPITAL MANAGEMENT, INC.Al Besse — LOGAN CAPITAL MANAGEMENT, INC.Erik Ortlieb Strid — STRID GROUP, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile