Charles Hanny, financial advisor Williamsville NY
96 score

Charles Hanny

CRD Number: 2982732
Current Firm: Cornerstone Financial Planning LLC

Charles Hanny (CRD# 2982732) is an Investment Advisor Representative working at Cornerstone Financial Planning LLC in Williamsville, NY and has over 19 years of experience in the finance industry. Charles Hanny has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Cornerstone Financial Planning LLC Williamsville, NY May 2015 - Current 2
American Portfolios Financial Services, Inc. Snyder, NY Jan 2010 - Current 7
Sole Proprietor Williamsville, NY Mar 1998 - Current 19
Cornerstone Financial Planning LLC Williamsville, NY Aug 2011 - May 2015 3
Ids Life Insurance Company Williamsville, NY Nov 1997 - Jan 2010 12
American Express Financial Advisors Inc. Williamsville, NY Nov 1997 - Jan 2010 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1997
S66 NASAA Uniform Combined State Law Examination Mar 2010
Contact Info for Charles E. Hanny
Phone Number: 716-828-8390
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    49
    MILLIONS
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $103,594
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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