Andrew Anthony has been an investment adviser representative at Bay Harbor Wealth Management since August 2020, and is not listed among the firm’s executive officers or direct owners. Andrew Anthony holds a Bachelor's degree in accounting from Towson University.
Bay Harbor Wealth Management, LLC is a Hunt Valley, MD firm with $412M under management, 399 clients and 4 advisers in one office, as of its August 2026 filing.
Andy Anthony is Wealth Advisor of Bay Harbor Wealth Management. He spent 25 years at T. Rowe Price in mutual fund accounting operations, then was part of the Bank of New York Mellon leadership team overseeing the transition of accounting operations. After 30 years in the accounting field, he moved into financial planning and joined Bay Harbor.
- – present · 6 yearsHunt Valley, MD · Adviser representative · Firm CRD 294000
Investment adviser representative registrations
Andrew Anthony is registered as an investment adviser representative in Maryland, since August 2020.
- MarylandSince 27 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Andrew Benjamin Anthony
- CRD
- 7289891
- Firm
- Bay Harbor Wealth Management · CRD 294000
- Office
- 201 INTERNATIONAL CIRCLE, SUITE 520, Hunt Valley, MD 21030
- Registration
- Investment adviser registration
- In the industry since
- August 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bayharborwealth.com
Where does Andrew Anthony work?
Andrew Anthony is an investment adviser representative registered through Bay Harbor Wealth Management, LLC since August 2020, and is not listed among the firm’s executive officers or direct owners.
Is Andrew Anthony a financial advisor?
Yes. Andrew Anthony has a current investment-adviser registration in Maryland, through Bay Harbor Wealth Management since August 2020.
How many years of experience does Andrew Anthony have?
Andrew Anthony has 6 years in the financial industry, since August 2020, across 1 adviser firm.
What exams has Andrew Anthony passed?
Andrew Anthony passed the Series 65 in August 2020.
Where is Andrew Anthony based?
Andrew Anthony’s registered office is in Hunt Valley, MD.
Is Andrew Anthony registered with FINRA?
No. Andrew Anthony has no current broker registration.
How can I verify Andrew Anthony’s record?
Search CRD 7289891 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Andrew Anthony’s full registration record.
