Matthew Hanna, financial advisor Bountiful UT
90 score

Matthew Hanna

CRD Number: 5273336
Current Firm: Summit Global Investments, LLC

Matthew Hanna (CRD# 5273336) is an Investment Advisor Representative working at Summit Global Investments, LLC in Bountiful, UT and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Summit Global Investments Bountiful, UT Mar 2017 - Current 1
Raymond James & Associates, Inc. St. Petersburg, FL Jan 2007 - Mar 2017 10

Matthew Hanna has no recent exams reported.
Contact Info for Matthew W. Hanna
Phone Number: 888-251-4847
Firm Website:
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
Types of Clients
Registered States


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

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