Pei-Chin
Andrew
Heritage Wealth Partners, LLC
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About this Advisor
Pei-Chin Andrew is a financial advisor based in Dublin, Ohio, working with Heritage Wealth Partners, LLC. Pei-Chin has previously held positions at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Private Client Services, and Heritage Wealth Partners, LLC. Pei-Chin has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Pei-Chin is part of Heritage Wealth Partners, LLC, which operates out of Dublin, Ohio. The firm has 1 office and 12 employees. The firm manages assets totaling $142.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Heritage Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Heritage Wealth Partners, LLC Brokerage Details
$142,527,813
12
930
$153,256
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Pei-Chin Andrew Work History
Private Client Services
Heritage Wealth Partners, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
Disclosures
Please visit the SEC profile of Pei-Chin Andrew 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 Heritage Wealth Partners, LLC
Dublin, OH
Dublin, OH
Dublin, OH
Kenton, OH
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