AV
Andrew M. Van Treeck
HIPPOCRATIC FINANCIAL ADVISORS
Pittsburgh, PA
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CRD#: 7854445
AV
Professional summary
Andrew Michael Van Treeck is a registered financial advisor currently at HIPPOCRATIC FINANCIAL ADVISORS located in Pittsburgh, Pennsylvania.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Andrew Michael Van Treeck's 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®
NoneExperience
Current
January 12, 2024 - Present
HIPPOCRATIC FINANCIAL ADVISORS
RIA
CRD#: 169481
Pittsburgh, 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".
HF
HIPPOCRATIC FINANCIAL ADVISORS
DAVIS, RAVI | HIPPOCRATIC FINANCIAL ADVISORS LLC | HIPPOCRATIC FINANCIAL ADVISORS
CRD#: 169481 / SEC#: 801-130237
RIA
Registered Investment Advisory firm - (5/10/2024 Approved)Arizona
Registered Investment Advisory firm - (5/21/2024 Terminated)California
Registered Investment Advisory firm - (6/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2015 Failure to Renew)Texas
Registered Investment Advisory firm - (5/21/2024 Terminated)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
Pennsylvania(5/23/2024)
IAR
Texas(5/23/2024)
Exams
Current Firm
HF
HIPPOCRATIC FINANCIAL ADVISORS
DAVIS, RAVI | HIPPOCRATIC FINANCIAL ADVISORS LLC | HIPPOCRATIC FINANCIAL ADVISORS
CRD#: 169481 / SEC#: 801-130237
RIA
Registered Investment Advisory firm - (5/10/2024 Approved)Arizona
Registered Investment Advisory firm - (5/21/2024 Terminated)California
Registered Investment Advisory firm - (6/20/2024 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2015 Failure to Renew)Texas
Registered Investment Advisory firm - (5/21/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30700 Russell Ranch Road Suite 250, Westlake Village, CA 91362
Mailing Address
Phone number
(866) 447-2380
Established
Firm type
Fiscal year end
# of Employees
9
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,245 |
| AUM (Assets Under Management) | $ 170,227,989 |
Red Flags
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