Donald B. Hanley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Donald Bartholomew Hanley II, who also goes by Don Hanley, was a registered financial professional .
Donald is a previously registered financial professional and started their career in finance in 1986. Donald had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 10, 2015 - February 14, 2019
VESTED PARTNERS: A MULTI-FAMILY OFFICE
August 28, 2012 - December 9, 2015
INDEPENDENT FINANCIAL PARTNERS
August 23, 2012 - January 9, 2015
LPL FINANCIAL LLC
December 16, 2002 - August 20, 2012
TRUIST INVESTMENT SERVICES, INC.
December 12, 2000 - August 20, 2012
TRUIST INVESTMENT SERVICES, INC.
July 26, 1999 - July 7, 2000
SIGNATOR INVESTORS, INC.
August 8, 1996 - July 26, 1999
EQUITY SERVICES, INC.
May 23, 1986 - July 26, 1996
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
VESTED PARTNERS: A MULTI-FAMILY OFFICE
CRD#: 281862 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 250 |
| AUM (Assets Under Management) | $ 95,033,077 |
Red Flags
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