Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Andrew Kilbride, financial advisor Raleigh NC
68 score

Andrew Kilbride

CRD Number: 3136468
Current Firm: Hatteras Funds, LP

Andrew Kilbride (CRD# 3136468) is an Investment Advisor Representative working at Hatteras Funds, LP in Raleigh, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hatteras Capital Distributors, LLC Raleigh, NC Apr 2014 - Current 2
Foster Bridge Partners Ann Arbor, MI Jul 2011 - Current 5
Investment Planners Inc. Decatur, IL Jan 2012 - Apr 2012 < 1
Sentinel Financial Services Company Montpelier, VT Dec 2009 - Jul 2011 1
Unemployed Ann Arbor, MI Jun 2009 - Nov 2009 < 1
American Funds Distributors, Inc. Los Angeles, CA Jun 2002 - Jun 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
S65 NASAA Investment Advisors Law Examination Jul 2014
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Kilbride
Phone Number: 919-846-2324
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States


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