BH
CFP · ChFC
BH
CFP · ChFC

Bray Andrew Hansel

8 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningEstate PlanningInsurance PlanningInvestment ManagementFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
421 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$961.4M

Fee Structure

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Location

1055 Westlakes Drive, Suite 150, Berwyn, PA, 19312

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bray is a soccer coach for girls' soccer teams, spending a few hours per week on weekends. Bray is also an independent insurance agent since April 2023, dedicating minimal time to this activity.

Employment History
Current Registrations
Sterling Investment Advisors LTD.
February 2017 - Present · 9 yrs
State Registrations2 states
PATX
Advisor
Exams
No exam information available for this advisor.
Bray Andrew Hansel - Financial Advisor | TrueAdvisor