Andrew Hart, financial advisor New York NY

Andrew Hart

CRD Number: 1592375
Current Firm: Next Capital Management LLC

Andrew Hart (CRD# 1592375) is an Investment Advisor Representative working at Next Capital Management LLC in New York, NY and has over 33 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Next Capital Management LLC New York, NY Aug 2016 - Current 7
Next Capital Management LLC New York, NY Dec 1998 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1990
S65 NASAA Investment Advisors Law Examination Aug 2000
Contact Info for Andrew C. Hart
Phone Number: 212-433-1111
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    1,161
    MILLIONS
  • Total Number of Accounts
    1,390
    ACCOUNTS
  • Average Account Value
    $835,053
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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

AZ, CA, CO, CT, FL, IL, LA, MA, MD, NJ, NY, PA, TX, VA

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