Hannah Boundy, financial advisor Westlake Village CA
89 score

Hannah Boundy

CRD Number: 6330580
Current Firm: Cedarstone Advisors

Hannah Boundy (CRD# 6330580) is an Investment Advisor Representative working at Cedarstone Advisors in Westlake Village, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Cedarstone Advisors, Inc. Westlake Village, CA Jun 2015 - Current 1
Independent Consultant Westlake Village, CA Feb 2015 - May 2015 < 1
Manchester Financial, Inc. Westlake Village, CA Jun 2013 - Feb 2015 1
Pepperdine University Malibu, CA Jan 2010 - May 2013 3
Manchester Financial, Inc. Westlake Village, CA May 2012 - Dec 2012 < 1
Self-employed Arvada, CO May 2003 - May 2012 9
Self-employed Arvada, CO May 2011 - Aug 2011 < 1
Ann Taylor Golden, CO May 2011 - Aug 2011 < 1
Self-employed Arvada, CO May 2010 - Aug 2010 < 1
Hancock Fabrics Westminster, CO Jun 2009 - Aug 2009 < 1
Music & Arts Center Arvada, CO Jul 2007 - Oct 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
Contact Info for Hannah E. Boundy
Phone Number: (888) 571-5582
Registered State(s):
  • CA
  • CO
By the Numbers
  • Total Assets Under Management
    33
    MILLIONS
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $231,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CA, CO

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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