Hanys Benefit Services

Hanys Benefit Services (CRD# 36026) is a financial advisory firm headquartered in Rensselaer, NY. They manage $2,227,317,184 in 38 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,227
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $58,613,610
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Hanys Benefit Services
Showing 1 - 3 of 3 top financial advisors.
1
William H. Desormeau
CRD#: 3156287
One Empire Drive, Rensselaer, NY 12144
96
Wealthminder
score

William Desormeau (CRD# 3156287) is an Investment Advisor Representative working at Hanys Benefit Services in Rensselaer, NY and has over 17 years of experience in the finance industry. William Desormeau 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.

2
Christina T. Bauer-Dobias
CRD#: 4547361
One Empire Drive, Rensselaer, NY 12144
93
Wealthminder
score

Christina Bauer-Dobias (CRD# 4547361) is an Investment Advisor Representative working at Hanys Benefit Services in Rensselaer, NY and has over 14 years of experience in the finance industry.

3
Peter Margiotta
CRD#: 2026763
Somers, NY
93
Wealthminder
score

Peter Margiotta (CRD# 2026763) is an Investment Advisor Representative working at Hanys Benefit Services in Somers, NY and has over 20 years of experience in the finance industry.

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