AT

Andrew N. Turner

HIDDEN COVE WEALTH MANAGEMENT
Bainbridge Island, WA 98110
Some features on this profile are disabled
CRD#: 7148796
AT

Professional summary


Andrew Nicholas Turner, who also goes by Andrew Turner, is a registered financial advisor currently at HIDDEN COVE WEALTH MANAGEMENT located in Bainbridge Island, Washington.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Andrew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Andrew Turner

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.

CRS (Client Relationship Summary) - RIA


Click below to view Andrew Nicholas Turner'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®
None

Experience


Current

September 30, 2022 - Present

HIDDEN COVE WEALTH MANAGEMENT

Office #1: 249 Winslow Way East Suite 100, Bainbridge Island, WA 98110
RIA
CRD#: 318677
Bainbridge Island, WA
Past

November 4, 2020 - October 4, 2022

OSAIC WEALTH, INC.

RIA
CRD#: 23131
BELLEVUE, WA
Past

November 4, 2020 - October 4, 2022

OSAIC WEALTH, INC.

BD
CRD#: 23131
BELLEVUE, WA
Past

January 15, 2020 - November 2, 2020

HORNOR, TOWNSEND & KENT, LLC

RIA
CRD#: 4031
BELLEVUE, WA
Past

August 12, 2019 - November 2, 2020

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BELLEVUE, WA

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".
HC
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA
Registered Investment Advisory firm - (3/25/2022 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
Washington
(9/30/2022)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/11/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/10/2019
General Securities Representative Examination
General Industry/Product Exam

Current Firm


HC
HIDDEN COVE WEALTH MANAGEMENT
HIDDEN COVE WEALTH MANAGEMENT | HIDDEN COVE WEALTH MANAGEMENT, LLC

CRD#: 318677 / SEC#: 801-123527

RIA
Registered Investment Advisory firm - (3/25/2022 Approved)
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Contact information


Main Address
249 Winslow Way East Suite 100, Bainbridge Island, WA 98110
Mailing Address
Phone number
(206) 397-4890
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)


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Regulatory assets under management


Total Number of Accounts1,081
AUM (Assets Under Management)$ 403,507,194

Red Flags


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

Company Information


HIDDEN COVE WEALTH MANAGEMENT

CRD#: 318677Bainbridge Island, WA 98110

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