AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
DH

David G. Hanna

Some features on this profile are disabled
CRD#: 2626196
DH

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.

David G Hanna, who also goes by David Gamal K Hanna, was a registered financial advisor .

David is a previously registered financial advisor and started their career in finance in 1998. David had worked at 11 firms and has passed the Series 65, Series 63, Series 3, Series 79, Series 55, Series 7, Series 27, Series 4, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Gamal K Hanna

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)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 17, 2013 - December 31, 2014

BENJAMIN & JEROLD ADVISERS, LLC

RIA
CRD#: 165351
NEW YORK, NY
Past

June 4, 2012 - December 31, 2013

BENJAMIN & JEROLD BROKERAGE I, LLC

BD
CRD#: 29110
NEW YORK, NY
Past

February 1, 2012 - June 27, 2012

CHARLES MORGAN SECURITIES, INC.

BD
CRD#: 138887
NEW YORK, NY
Past

January 26, 2012 - January 30, 2012

PEAK BROKERAGE SERVICES, LLC

BD
CRD#: 157045
JUPITER, FL
Past

January 24, 2012 - January 26, 2012

MOMENTIX CAPITAL, INC.

BD
CRD#: 20130
HAZLET, NJ
Past

January 20, 2005 - June 13, 2008

LEGEND MERCHANT GROUP, INC.

RIA
CRD#: 5155
NEW YORK, NY
Past

March 24, 2004 - June 13, 2008

LEGEND MERCHANT GROUP, INC.

BD
CRD#: 5155
NEW YORK, NY
Past

February 13, 2003 - December 4, 2003

GREAT EASTERN SECURITIES, INC.

BD
CRD#: 2061
NEW YORK, NY
Past

May 14, 2002 - October 7, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

January 22, 2002 - March 19, 2002

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

June 7, 2001 - January 24, 2002

SCHONFELD SECURITIES, LLC

BD
CRD#: 23304
JERICHO, NY
Past

July 24, 2000 - June 12, 2001

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY
Past

January 11, 1999 - July 24, 2000

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
NEW YORK, NY
Past

August 25, 1998 - October 5, 1998

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 2/11/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 3
Date: 10/27/2012
National Commodity Futures Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/20/2012
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


B&
BENJAMIN & JEROLD ADVISERS, LLC
BENJAMIN & JEROLD ADVISERS, LLC | BENNETT & PORTER WEALTH MANAGEMENT

CRD#: 165351 / SEC#: 801-77165

Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
96 Main Street Suite 1, East Islip, NY 11730
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

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.

Company Information


BENJAMIN & JEROLD ADVISERS, LLC

CRD#: 165351

TRUST BUT VERIFY

Monitor David Hanna

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics