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AH

Andrew C. Hyer

DORSEY, WRIGHT & ASSOCIATES
PASADENA, CA 91101
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CRD#: 4431284
AH

Professional summary


Andrew Charles Hyer, CFP®, CIMA® is a registered financial advisor currently at DORSEY, WRIGHT & ASSOCIATES, LLC located in Pasadena, California and NASDAQ CAPITAL MARKETS ADVISORY LLC located in Pasadena, California.

Andrew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Andrew has worked at 3 firms and has passed the Series 65, Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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) - RIA


Click below to view Andrew Charles Hyer's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

December 16, 2004 - Present

DORSEY, WRIGHT & ASSOCIATES, LLC

Office #1: 790 E. Colorado Boulevard Suite 808, Pasadena, CA 91101
RIA
CRD#: 104925
PASADENA, CA
Current

April 6, 2021 - Present

NASDAQ CAPITAL MARKETS ADVISORY LLC

Office #1: 790 E. Colorado Blvd Suite 505, Pasadena, CA 91101
BD
CRD#: 104295
Pasadena, CA
Past

January 1, 2021 - December 13, 2021

NASDAQ EXECUTION SERVICES, LLC

BD
CRD#: 7270
PHILADELPHIA, PA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
DW
DORSEY, WRIGHT & ASSOCIATES, LLC
DORSEY WRIGHT & ASSOCIATES | NASDAQ DORSEY WRIGHT | DORSEY, WRIGHT & ASSOCIATES, LLC | DORSEY, WRIGHT & ASSOCIATES, INC. | DORSEY WRIGHT MONEY MANAGEMENT

CRD#: 104925 / SEC#: 801-29045

RIA
Registered Investment Advisory firm - (3/6/1987 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/16/2004)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/15/2004
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/28/2020
General Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


DW
DORSEY, WRIGHT & ASSOCIATES, LLC
DORSEY WRIGHT & ASSOCIATES | NASDAQ DORSEY WRIGHT | DORSEY, WRIGHT & ASSOCIATES, LLC | DORSEY, WRIGHT & ASSOCIATES, INC. | DORSEY WRIGHT MONEY MANAGEMENT

CRD#: 104925 / SEC#: 801-29045

RIA
Registered Investment Advisory firm - (3/6/1987 Approved)
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Contact information


Main Address
3300 W Leigh Street, Richmond, VA 23230
Mailing Address
Phone number
(804) 320-8511
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (48 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/19/2025)

Regulatory assets under management


Total Number of Accounts815
AUM (Assets Under Management)$ 755,135,613

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


DORSEY, WRIGHT & ASSOCIATES, LLC

CRD#: 104925Pasadena, CA 91101

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