# Andrew F Bertalli

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.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2022-07-25 | present | Yes |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2017-03-29 | 2022-05-06 | — |
| [HSBC SECURITIES (USA) INC.](https://search.stillhousedata.com/firm/19585) | 2017-01-15 | 2017-03-17 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2011-05-27 | 2016-07-29 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4212810)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4212810.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.