Erin L. Dunagan Hiner
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.
Erin Lynette Dunagan Hiner, who also goes by Erin Lynette Dunagan, Erin Dunagan, Erin Hiner, was a registered financial professional .
Erin is a previously registered financial professional and started their career in finance in 1999. Erin had worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 31 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 23, 2023 - February 13, 2026
REDW WEALTH LLC
June 6, 2012 - July 29, 2014
KESTRA INVESTMENT SERVICES, LLC
June 6, 2012 - July 29, 2014
KESTRA INVESTMENT SERVICES, LLC
December 16, 2011 - May 30, 2012
EAGLE STRATEGIES LLC
October 28, 2011 - May 30, 2012
NYLIFE SECURITIES LLC
July 8, 2011 - August 3, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
July 6, 2011 - August 3, 2011
TRANSAMERICA FINANCIAL ADVISORS, LLC
March 3, 2008 - March 3, 2011
RBC CAPITAL MARKETS, LLC
January 22, 2008 - March 3, 2011
RBC CAPITAL MARKETS, LLC
January 13, 2004 - February 15, 2008
REDW WEALTH LLC
July 21, 1999 - October 31, 2002
MORGAN STANLEY DW INC.
June 7, 1999 - October 31, 2002
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
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
REDW WEALTH LLC
CRD#: 109446 / SEC#: 801-57516
Contact information
SEC notice filing (15 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,019 |
| AUM (Assets Under Management) | $ 880,865,022 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/20/2025 | ||
| 10/30/2024 | ||
| 09/05/2023 | ||
| 09/01/2023 | ||
| 08/28/2023 |
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.
