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Hannah Huntley

6 Years of Experience
Danbury, CT
Broker

Hannah Huntley is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danbury, CT, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

26 North Street, Danbury, CT, 06811

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Hannah is a paid employee at Union Savings Bank since 2020, dedicating about 10-20% of her time. She also works as an associate/employee for Wealth Group Financial Advisors since June 2024, providing financial services and products, taking up more than half her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2020 - Present · 5 yrs 11 mos
Raymond James Financial Services, INC.
January 2020 - Present · 6 yrs 6 mos
Raymond James Financial Services, INC.Broker
January 2020 - Present · 6 yrs 6 mos
State Registrations14 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.