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HS

Hanson D. Street

SHELTER WEALTH STRATEGIES
Houston, TX 77056
CRD#: 5924153
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HS
Hanson Douglas StreetSHELTER WEALTH STRATEGIES

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hanson Douglas Street's CRS (Customer Relationship Summary).
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

January 11, 2017 - Present

SHELTER WEALTH STRATEGIES, LLC

Office #1: 1400 Post Oak Blvd Suite 450, Houston, TX 77056
RIA
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
RR
IAR
Series 66
Date: 8/18/2011
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/16/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/23/2011
General Securities Representative Examination

Current Firm

SW
SHELTER WEALTH STRATEGIES, LLC
ALLIANCE INVESTMENT GROUP LLC | VIKTORIN, VANESSA | SHELTER WEALTH STRATEGIES, LLC | GREYSTONE ADVISORY GROUP LLC

CRD#: 170655 / SEC#: 801-135465

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)
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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
9

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SHELTER WEALTH STRATEGIES ADV 2A (1/30/2026)

Regulatory assets under management

Total Number of Accounts38
AUM (Assets Under Management)$ 144,141,193

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

SHELTER WEALTH STRATEGIES, LLC

CRD#: 170655Houston, TX 77056

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