RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Andrew Dimmitt Hart
- Title
- Chief Executive Officerreporteddelegateadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Delegate Advisors, LLC independent RIA currentsince Apr 22, 2022 · Chapel Hill, Nc
- Brownson, Rehmus & Foxworth, Inc. independent RIAJun 24, 2004 to Feb 13, 2012 · Menlo Park, Ca
- Credit Suisse Securities (USA) LLC formerJan 17, 2003 to Oct 28, 2003 · San Francisco, Ca
- Pershing LLC unclassifiedSep 2, 1997 to Jan 17, 2003 · San Francisco, Ca
- Brownson, Rehmus & Foxworth, Inc. to Delegate Advisors, LLCleft Feb 13, 2012, registered Apr 22, 2022 (3721 days) · Other
- Credit Suisse Securities (USA) LLC to Brownson, Rehmus & Foxworth, Inc.left Oct 28, 2003, registered Jun 24, 2004 (240 days) · Other
- Pershing LLC to Credit Suisse Securities (USA) LLCleft Jan 17, 2003, registered Jan 17, 2003 (0 days) · corporate re-registration, not a move
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address