Andrew Hauber, financial advisor Conshohocken PA

Andrew Hauber

CRD Number: 5301283
Current Firm: Diversify Advisory Services, LLC

Andrew Hauber (CRD# 5301283) is an Investment Advisor Representative working at Diversify Advisory Services, LLC in Conshohocken, PA and has over 16 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dfpg Investments, LLC Sandy, UT Oct 2022 - Current 1
Penn Mutual Life Insurance Company Horsham, PA Mar 2015 - Oct 2022 7
Hornor, Townsend & Kent, Inc. Horsham, PA Mar 2015 - Oct 2022 7
Metlife Securities Inc. Newtown, PA Jan 2015 - Mar 2015 < 1
New England Securities Newtown Square, PA Jul 2007 - Jan 2015 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Andrew R. Hauber
Phone Number: 801-838-9999
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,010
    MILLIONS
  • Total Number of Accounts
    10,642
    ACCOUNTS
  • Average Account Value
    $188,849
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, DE, FL, HI, IL, MO, MT, ND, NJ, NY, OR, PA, SC, TX, UT, VA

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