Andrew
Hartline

Naples Global Advisors

CRD#4491798
Investment Advisor
in Vero Beach, FL

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About this Advisor

Andrew Hartline is a financial advisor based in Vero Beach, Florida, working with Naples Global Advisors. Andrew has previously held positions at Vero Beach Global Advisors, Northern Trust Securities, Inc, and Northern Trust Bank. Andrew has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Andrew is part of Naples Global Advisors, which operates out of Vero Beach, Florida. The firm has 1 office and 18 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Naples Global Advisors includes asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

4625 Florida A1A Suite 9
Vero Beach, FL 32963

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Naples Global Advisors Brokerage Details

Total Assets Under Management

$1,472,058,453

FL Average: $1,855,561,029
Total Number of Employees

18

FL Average: 62
Total Number of Accounts

1,554

FL Average: 2,474
Average Account Size

$947,271

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Andrew Hartline Work History

2017 - Present (7 years)

Vero Beach Global Advisors

2002 - 2017 (15 years)

Northern Trust Securities, Inc

2000 - 2017 (17 years)

Northern Trust Bank

Disclosures

Please visit the SEC profile of Andrew Hartline to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Naples Global Advisors

John Cheesborough
Naples, FL
Austin Herzer
Naples, FL
Grzegorz Debski
Naples, FL
Sara Perkins
Naples, FL
James Davis
Vero Beach, FL
Michael Morris
Naples, FL
David Griffis
Vero Beach, FL
Kerry Geroy
Naples, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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