Chief Compliance Officer, Chief Executive Officer · Kintra Wealth, LLC
Andrew C. Harris
CRD 3242291 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Kintra Wealth, LLC, an SEC-registered wealth manager based in Williamsport, PA with $1.5 billion in regulatory assets, lists Andrew C. Harris on its Form ADV as Chief Compliance Officer, Chief Executive Officer, a control person. The SEC filings also name Andrew at 1 other registered adviser.
Firms and roles
- Kintra Wealth, LLCChief Compliance Officer, Chief Executive OfficerWealth manager · Williamsport, PA · $1.5B in regulatory assets
- Kintra Investments, LLCChief Compliance OfficerAsset manager · Marysville, OH · $113M in regulatory assets
AtlasMembers
Andrew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Andrew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Wesley W. BeanChief Investment Officer, Kintra Investments, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.