Bernard
Carter

H & A Wealth Advisors

CRD#2269889
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Bernard Carter is a chartered financial analyst who works out of Pittsburgh, Pennsylvania, who has 13 years of work experience. Carter is an advisor for H & A Wealth Advisors. Their career trajectory has included roles at Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors), Bny Mellon and Lpl Financial, LLC. Carter has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to work in Pennsylvania. H & A Wealth Advisors is an advisory firm based in Pittsburgh, Pennsylvania. It manages $242 million in assets under management among its 492 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 492 client accounts, 20% are held by high-net-worth clients who have greater than $1 million in assets available to invest. H & A Wealth Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees charged by financial advisors are based on the type of financial services. However, fees charged by H & A Wealth Advisors likely include some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 66, Chartered Financial Analyst

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Disclosures

No

Office Location

301 Grant Street Suite 300
Pittsburgh, PA 15219

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H & A Wealth Advisors Brokerage Details

Total Assets Under Management

$242,582,511

PA Average: $15,833,994,310
Total Number of Employees

9

PA Average: 41
Total Number of Accounts

534

PA Average: 3,342
Average Account Size

$454,274

PA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Educational seminars/workshops

Bernard Carter Work History

Bernard has 13 years of experience.

2013 - Present (6 years)

Lpl Financial, LLC

2012 - Present (7 years)

Hapanowicz & Assoc.Financial Services, Inc(H&A Wealth Advisors)

2005 - 2012 (7 years)

Bny Mellon

Disclosures

Bernard Carter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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