Delegate Advisors, LLC

Delegate Advisors, LLC (CRD# 159953) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $1,208,481,745 in 563 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,208
    MILLION
  • Total Number of Accounts
    563
    ACCOUNTS
  • Average Account Value
    $2,146,504
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NC

Financial Advisors at Delegate Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew D. Hart
CRD#: 1585970
200 Mission Street, 12th Floor, San Francisco, CA 94105
96
Wealthminder
score

Andrew Hart (CRD# 1585970) is an Investment Advisor Representative working at Delegate Advisors, LLC in San Francisco, CA and has over 29 years of experience in the finance industry. Andrew Hart has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christopher S. Roth
CRD#: 5155417
1330 Environ Way, Chapel Hill, NC 27517
96
Wealthminder
score

Christopher Roth (CRD# 5155417) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 9 years of experience in the finance industry.

3
Morgan R. Tarr
CRD#: 4760457
200 Mission Street, 12th Floor, San Francisco, CA 94105
93
Wealthminder
score

Morgan Tarr (CRD# 4760457) is an Investment Advisor Representative working at Delegate Advisors, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

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