Hugo BartellCRD Number: 5942742
Current Firm: Oppenheimer & Company Inc.
Hugo Bartell (CRD# 5942742) is an Investment Advisor Representative working at Oppenheimer & Company Inc. in Charlotte, NC and has over 9 years of experience in the finance industry.
Eudaimonia Partners, LLC
|Oppenheimer & Company Inc.||New York, NY||Apr 2021 - Current||1|
|Adhesion Wealth Advisor Solutions Inc.||Charlotte, NC||Apr 2018 - Mar 2021||2|
|Oppenheimer & Company Inc.||New York, NY||May 2013 - Mar 2018||4|
|Axa Advisors, LLC||New York, NY||Jan 2013 - May 2013||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S65||NASAA Investment Advisors Law Examination||May 2018|
Total Assets Under Management27,024MILLIONS
Total Number of Accounts30,576ACCOUNTS
Average Account Value$883,838
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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