Pei-Chin
Andrew

Heritage Wealth Partners, LLC

CRD#5662191
Investment Advisor
in Dublin, OH

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Pei-Chin Andrew is a certified financial planner working in Dublin, Ohio with a total of 1 year of industry experience. Andrew is on the advisory team at Heritage Wealth Partners, LLC. Over the course of their career, they have held roles at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, National Association, Private Client Services and Heritage Wealth Partners, LLC. Andrew maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Ohio. Heritage Wealth Partners, LLC is an advisory business that has its headquarters in Dublin, OH. The company has a total of 11 financial advisors. It oversees $227 million in total assets across its 1,332 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,332 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Heritage Wealth Partners, LLC provides a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on the services. Fees billed by Heritage Wealth Partners, LLC likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6215 Emerald Parkway Unit 1
Dublin, OH 43016

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Heritage Wealth Partners, LLC Brokerage Details

Total Assets Under Management

$227,269,986

OH Average: $2,106,341,625
Total Number of Employees

11

OH Average: 34
Total Number of Accounts

1,332

OH Average: 1,972
Average Account Size

$170,623

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Pei-Chin Andrew Work History

Pei-Chin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Private Client Services

2022 - Present (2 years)

Heritage Wealth Partners, LLC

2015 - 2022 (7 years)

Morgan Stanley Private Bank, National Association

2014 - 2014 (< 1 year)

Morgan Stanley Smith Barney LLC

2014 - 2022 (8 years)

Morgan Stanley Smith Barney LLC

2012 - 2014 (2 years)

Morgan Stanley Smith Barney LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Matthew Sands
Dublin, OH
Pei-Chin Andrew
Dublin, OH
Richard Hammons
Dublin, OH
Cortland Bradbury
Dublin, OH
Stephen Mcbride
Kenton, OH

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started