Delegate Advisors, LLC

Delegate Advisors, LLC (CRD# 159953) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $902,440,106 in 870 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    902
    MILLION
  • Total Number of Accounts
    870
    ACCOUNTS
  • Average Account Value
    $1,037,287
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
The map below shows states where this firm has explicit registration only.

CA, NC, TX

Financial Advisors at Delegate Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew D. Hart
CRD#: 1585970
1335 Environ Way, Chapel Hill, NC 27517

Andrew Hart (CRD# 1585970) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 36 years of experience in the finance industry.

2
Morgan R. Tarr
CRD#: 4760457
1335 Environ Way, Chapel Hill, NC 27517

Morgan Tarr (CRD# 4760457) is an Investment Advisor Representative working at Delegate Advisors, LLC in Chapel Hill, NC and has over 19 years of experience in the finance industry.

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