Hanna K. Byers
Professional summary
Hanna Katherine Byers, who also goes by Hanna K Grokenberger, Hanna Katherine Grokenberger, Hanna Grokenberger, is a registered financial advisor currently at SANTA BARBARA MANAGEMENT located in Montecito, California.
Hanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Hanna has worked at 2 firms and has passed the Series 65, Series 66, Series 57TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Hanna Katherine Byers's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 29, 2025 - Present
SANTA BARBARA MANAGEMENT
Office #1: 1482 East Valley Road, Montecito, CA 93108August 23, 2014 - March 30, 2021
GOLDMAN SACHS & CO. LLC
Primary Firm SEC Registration
SANTA BARBARA MANAGEMENT
CRD#: 334801 / SEC#: 801-132201
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/29/2025)
Exams
Series 57TO
Date: 1/2/2023
Securities Trader ExamCurrent Firm
SANTA BARBARA MANAGEMENT
CRD#: 334801 / SEC#: 801-132201
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 154 |
| AUM (Assets Under Management) | $ 259,160,014 |
Red Flags
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Company Information
SANTA BARBARA MANAGEMENT
CRD#: 334801Montecito, CA 93108TRUST BUT VERIFY
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