Pei-Chin
Andrew
Heritage Wealth Partners, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Heritage Wealth Partners, LLC Brokerage Details
$227,269,986
11
1,332
$170,623
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.*
Private Client Services
Heritage Wealth Partners, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith Barney LLC
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
Dublin, OH
Dublin, OH
Dublin, OH
Kenton, OH
Dublin, 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.
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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.
