Andrew Benjamin Anthony
Investment adviser representative at Bay Harbor Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
$412MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Bay Harbor Wealth Management, LLCFeb 2020 to now
- UnemployedJan 2019 to Jan 2020
- Bank of New York MellonAug 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
Bay Harbor Wealth Management, LLC
$412MAssets managed
399Clients
3Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7289891
- Firm CRD
- 294000