Hannah Santy (CRD# 6641165) is an Investment Advisor Representative working at Hightower Advisors, LLC in Chicago, IL and has over 5 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Hightower Advisors | Chicago, IL | Jun 2023 - Current | < 1 |
Vigilant Capital Management, LLC | Portsmouth, NH | Apr 2018 - Jun 2023 | 5 |
Penobscot Financial Advisors | Portland, ME | Jan 2017 - Mar 2018 | 1 |
Foster Victor Wealth Advisors, LLC | Greenville, SC | Aug 2016 - Dec 2016 | < 1 |
New York Life Insurance Company | Greenville, SC | Apr 2016 - Aug 2016 | < 1 |
Factset Research Systems | Boston, MA | Sep 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2018 |
- ME
- NH
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Total Assets Under Management105,230MILLIONS
-
Total Number of Accounts144,757ACCOUNTS
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Average Account Value$726,944
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Other
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, VT, WA, WI, WV, WY
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