Sally A. Hanley-whitworth

ADVUS FINANCIAL PARTNERS

WINTER PARK, FL 32789

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CRD#: 2030758

Professional summary

Sally Ann Hanley-whitworth, CFP®, who also goes by Sally Ann Hanley, is a registered financial advisor currently at ADVUS FINANCIAL PARTNERS, LLC located in Winter Park, Florida.

Sally is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Sally has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sally Ann Hanley

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Ann Hanley-whitworth's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

June 4, 2021 - Present

ADVUS FINANCIAL PARTNERS, LLC

Office #1: 631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

RIA

CRD#: 311990

WINTER PARK, FL

Past

May 10, 2004 - June 18, 2021

LAMCO ADVISORY SERVICES INC.

RIA

CRD#: 111727

LAKE MARY, FL

Past

February 9, 2004 - March 30, 2006

AMERICAN SECURITIES GROUP, INC.

CRD#: 43730

CHARLOTTE, NC

Past

June 14, 2002 - December 31, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

RIA

CRD#: 40655

LAKE MARY, FL

Past

October 3, 2000 - November 25, 2003

LOCKWOOD FINANCIAL SERVICES, INC.

CRD#: 40655

MALVERN, PA

Past

May 13, 1992 - December 6, 1993

GREEN HILL FINANCIAL SERVICE CORPORATION

CRD#: 4882

Past

March 20, 1990 - July 11, 1990

IDS LIFE INSURANCE COMPANY

CRD#: 6321

Past

March 20, 1990 - July 11, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(6/4/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/3/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/2/2000

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/9/2002

General Securities Principal Examination

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA

Registered Investment Advisory firm - (3/5/2021 Approved)

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Contact information

Main Address

631 W. Morse Blvd. Suite 115, Winter Park, FL 32789

Mailing Address

Phone number

(407) 585-1160

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADVUS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,276
AUM (Assets Under Management)	$ 3,066,675,906

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sally A. Hanley-whitworth

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sally Ann Hanley-whitworth's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAMCO ADVISORY SERVICES INC.

AMERICAN SECURITIES GROUP, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

LOCKWOOD FINANCIAL SERVICES, INC.

GREEN HILL FINANCIAL SERVICE CORPORATION

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ADVUS FINANCIAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/19/1999

Series 63

Date: 4/3/1990

Series 7

Date: 10/2/2000

Series 24

Date: 12/9/2002

Current Firm

ADVUS FINANCIAL PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADVUS FINANCIAL PARTNERS, LLC

TRUST BUT VERIFY

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