Andrew Hardy, financial advisor Avon Lake OH

Andrew Hardy

CRD Number: 7335314
Current Firm: Ithax Financial LLC

Andrew Hardy (CRD# 7335314) is an Investment Advisor Representative working at Ithax Financial LLC in Avon Lake, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Ithax Financial LLC Avon Lake, OH Dec 2021 - Current < 1
Ithax Financial LLC Avon Lake, OH Oct 2021 - Current < 1
Alma Group LLC Avon Lake, OH Jun 2021 - Current < 1
Howard Hanna Westlake, OH Aug 2020 - Current 1
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Planned Financial Services (dba Name For Our Lpl Office) Brecksville, OH Apr 2021 - Sep 2021 < 1
Lpl Financial, LLC Brecksville, OH Feb 2021 - Sep 2021 < 1
Planned Financial Services (dba Name For Our Lpl Office) Brecksville, OH Feb 2021 - Apr 2021 < 1
Real Estate Student Avon Lake, OH May 2020 - Aug 2020 < 1
Onshift Inc. Cleveland, OH Dec 2018 - May 2020 1
Case Western Reserve University Cleveland, OH Sep 2018 - Apr 2019 < 1
Unemployed Westlake, OH Jan 2018 - Aug 2018 < 1
Amtrust Financial Cleveland, OH Aug 2017 - Jan 2018 < 1
Mcdonald Hopkins, LLP Cleveland, OH May 2017 - Aug 2017 < 1
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Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2021
Contact Info for Andrew M. Hardy
Phone Number: 440-781-7903
Registered State(s):
  • OH
  • PA
Current Firm Details
Ithax Financial LLC
Firm's CRD Number: 317697
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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