Nathan G. Hanna

NATHAN G. HANNA, LLC

Palm Harbor, FL 34683-2641

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CRD#: 2839124

Professional summary

Nathan Gregory Hanna is a registered financial advisor currently at NATHAN G. HANNA, LLC located in Palm Harbor, Florida.

Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Nathan has worked at 5 firms and has passed the Series 65, Series 63, Series 62, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

NAME OF BUSINESS: HANNA INSURANCE SERVICES, LLC. 2219 GENESEE ST. UTICA, NY 13501. NOT INVESTMENT RELATED. INSURANCE SALES. MANAGING MEMBER. START DATE 1/2023 LESS THAN 3 HOURS MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Gregory Hanna's 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®

None

Experience

Current

October 7, 2011 - Present

NATHAN G. HANNA, LLC

Office #1: 2706 Alt. 19n. Suite 206, Palm Harbor, FL 34683-2641Office #2: 2219 Genesee St., Utica, NY 13501Office #3: 2706 Alt.19n Suite 206, Palm Harbor, FL 34683

RIA

CRD#: 158936

Palm Harbor, FL

Past

November 16, 2007 - December 13, 2011

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

November 15, 2007 - November 8, 2011

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

PALM HARBOR, FL

Past

April 14, 1999 - November 19, 2007

OSAIC WEALTH, INC.

CRD#: 23131

PALM HARBOR, FL

Past

March 24, 1997 - April 30, 1999

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

CRD#: 611

OMAHA, NE

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
(10/7/2011)

IAR

New York
(11/24/2021)

IAR

Texas
(4/1/2024)

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: 1/11/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/7/1997

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 62

Date: 9/24/2002

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 6

Date: 3/21/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/17/2003

General Securities Principal Examination

Current Firm

NATHAN G. HANNA, LLC

CRD#: 158936 / SEC#:

Florida

Registered Investment Advisory firm - (10/7/2011 Approved)

New York

Registered Investment Advisory firm - (9/9/2011 Approved)

Texas

Registered Investment Advisory firm - (4/1/2024 Conditional Restricted)

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Contact information

Main Address

2706 Alt. 19n. Suite 206, Palm Harbor, FL 34683-2641

Mailing Address

Phone number

(727) 773-2988

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	207
AUM (Assets Under Management)	$ 28,300,000

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Nathan G. Hanna

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nathan Gregory Hanna's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

OSAIC WEALTH, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/11/2007

Series 63

Date: 4/7/1997

Series 62

Date: 9/24/2002

Series 6

Date: 3/21/1997

Series 24

Date: 2/17/2003

Current Firm

NATHAN G. HANNA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NATHAN G. HANNA, LLC

TRUST BUT VERIFY

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