JH
Janet Hidalgo
HIDALGO,JANET
Montauk, NY
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CRD#: 4638337
JH
Professional summary
Janet Hidalgo is a registered financial advisor currently at HIDALGO,JANET located in Montauk, New York.
Janet is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Janet has worked at 1 firm .
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Janet Hidalgo'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®
NoneExperience
Current
February 9, 2024 - Present
HIDALGO,JANET
RIA
CRD#: 125432
Montauk, NY
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
New York(2/9/2024)
Exams
Current Firm
HI
HIDALGO,JANET
HIDALGO, JANET | JANET HIDALGO FINANCIAL SERVICES | HIDALGO,JANET
CRD#: 125432 / SEC#:
New York
Registered Investment Advisory firm - (11/4/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Montauk, NY
Mailing Address
Phone number
(631) 668-9523
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 3,000,000 |
Red Flags
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