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HA

Hans O. Albertsson

Some features on this profile are disabled
CRD#: 4192216
HA

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Hans Otto Albertsson, who also goes by Hans Albertson, was a registered financial professional .

Hans is a previously registered financial professional and started their career in finance in 2000. Hans had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Hans Albertson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

October 26, 2016 - October 2, 2018

BARCLAY BRELAND FAMILY OFFICE

RIA
CRD#: 168626
PALM BEACH GARDENS, FL
Past

September 22, 2011 - March 3, 2016

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PALM BEACH, FL
Past

September 22, 2011 - March 3, 2016

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
PALM BEACH, FL
Past

January 21, 2009 - October 6, 2011

BARCLAYS CAPITAL INC.

RIA
CRD#: 19714
NEW YORK, NY
Past

September 22, 2008 - October 6, 2011

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

June 30, 2006 - October 15, 2008

LEHMAN BROTHERS INC.

RIA
CRD#: 7506
NEW YORK, NY
Past

June 30, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

October 11, 2004 - July 26, 2006

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
NEW YORK, NY
Past

October 11, 2004 - July 26, 2006

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

February 13, 2001 - October 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DALLAS, TX
Past

August 3, 2000 - October 12, 2004

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/20/2000
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/3/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/2/2000
General Securities Representative Examination

Current Firm

BB
BARCLAY BRELAND FAMILY OFFICE
BARCLAY BRELAND FAMILY OFFICE | BARCLAY BRELAND FAMILY OFFICE LLC

CRD#: 168626 / SEC#: 801-78665

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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
500 University Blvd. Suite 205, Jupiter, FL 33458
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2A, APP 1 - WRAP BROCHURE (4/24/2019)
ADV PART 2A - FIRM BROCHURE (4/24/2019)
FORM ADV PART 2B - BROCHURE SUPPLEMENT (CHRIS KELLY) (3/28/2019)
FORM ADV PART 2B - BROCHURE SUPPLEMENT (JOY ROSE) (3/28/2019)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BARCLAY BRELAND FAMILY OFFICE

CRD#: 168626

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