HS
Hanson D. Street
SHELTER WEALTH STRATEGIES
Houston, TX 77056
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CRD#: 5924153
HS
Professional summary
Hanson Douglas Street is a registered financial advisor currently at SHELTER WEALTH STRATEGIES, LLC located in Houston, Texas.
Hanson is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Hanson has worked at 4 firms and has passed the Series 66, SIE and Series 7 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.
1 - Sage Settlement Consulting / Non-Investment Related / 1211 Taylor Draper Lane, Suite 210-A Austin, Texas 78759 / Settlement Consulting / Settlement Planner & Insurance Agent / Jul-2014 / 53 hrs per month / 2.2 hrs during trading hrs / I am an affiliate of Sage Settlement Consulting via my company (dba) Street Settlements, LLC (formerly known as "H. Street Settlement Advisors, LLC")
2 - H. Street Settlement Advisors, LLC (dba Street Settlements, LLC) / Non-Investment Related / 5300 Memorial Drive, Suite 700 Houston, Texas 77007 / Settlement Consulting / Owner, Settlement Planner & Insurance Agent / Jul-2014 / 53 hrs per month / 2.2 hrs during trading hrs / This is my sole member LLC; I am contracted with Sage Settlement Consulting
3 - The James Street Group, LLC / Non-Investment Related / 5300 Memorial Drive, Suite 700 Houston, Texas 77007 / Trust Administration / Director of Business Development / Jan-2014 / 53 hrs per month / 2.2 hrs during trading hrs / I perform marketing tasks. Help design website, fliers, etc. Attend marketing events.
CRS (Client Relationship Summary) - RIA
Click below to view Hanson Douglas Street'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
January 11, 2017 - Present
SHELTER WEALTH STRATEGIES, LLC
Office #1: 1400 Post Oak Blvd Suite 450, Houston, TX 77056RIA
CRD#: 170655
Houston, TX
Past
May 27, 2016 - January 16, 2017
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
Houston, TX
Past
July 16, 2015 - January 16, 2017
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
HOUSTON, TX
Past
January 23, 2015 - April 22, 2016
SHELTER WEALTH STRATEGIES, LLC
RIA
CRD#: 170655
HOUSTON, TX
Past
May 22, 2013 - July 30, 2013
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
HOUSTON, TX
Past
May 22, 2013 - July 30, 2013
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
HOUSTON, TX
Past
August 19, 2011 - March 12, 2012
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
HOUSTON, TX
Past
June 27, 2011 - March 12, 2012
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
HOUSTON, TX
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
Texas(1/11/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
SW
SHELTER WEALTH STRATEGIES, LLC
ALLIANCE INVESTMENT GROUP LLC | VIKTORIN, VANESSA | SHELTER WEALTH STRATEGIES, LLC | GREYSTONE ADVISORY GROUP LLC
CRD#: 170655 / SEC#:
California
Registered Investment Advisory firm - (2/19/2015 Approved)Delaware
Registered Investment Advisory firm - (6/13/2016 Approved)Illinois
Registered Investment Advisory firm - (1/4/2016 Approved)Indiana
Registered Investment Advisory firm - (1/10/2017 Approved)Louisiana
Registered Investment Advisory firm - (2/12/2015 Approved)Maryland
Registered Investment Advisory firm - (5/27/2016 Approved)Michigan
Registered Investment Advisory firm - (5/23/2016 Approved)Minnesota
Registered Investment Advisory firm - (3/6/2018 Approved)New York
Registered Investment Advisory firm - (10/6/2015 Approved)Ohio
Registered Investment Advisory firm - (6/20/2018 Approved)Oregon
Registered Investment Advisory firm - (1/12/2022 Approved)Pennsylvania
Registered Investment Advisory firm - (2/18/2015 Approved)Texas
Registered Investment Advisory firm - (1/23/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1400 Post Oak Blvd Suite 450, Houston, TX 77056
Mailing Address
Phone number
(713) 620-8500
Established
Firm type
Fiscal year end
# of Employees
6
0
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
