Andrew F Bertalli is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2022-07-25 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2017-03-29 | 2022-05-06 | — |
| HSBC SECURITIES (USA) INC. | 2017-01-15 | 2017-03-17 | — |
| USAA FINANCIAL PLANNING SERVICES | 2011-05-27 | 2016-07-29 | — |