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HC

Hannah J. Cash

CITRIN COOPERMAN WEALTH MANAGEMENT
ST. PETERSBURG, FL
Some features on this profile are disabled
CRD#: 6642711
HC

Professional summary

Hannah Jill Cash, who also goes by Hannah J Cash, is a registered financial advisor currently at CITRIN COOPERMAN WEALTH MANAGEMENT, LLC located in St. Petersburg, Florida.

Hannah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Hannah has worked at 6 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hannah J Cash

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 Hannah Jill Cash'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

December 9, 2025 - Present

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 317528
ST. PETERSBURG, FL
Past

January 19, 2021 - March 17, 2025

OXFORD FINANCIAL GROUP, LTD

RIA
CRD#: 105303
St. Petersburg, FL
Past

October 21, 2019 - November 26, 2020

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
St. Petersburg, FL
Past

October 18, 2019 - November 26, 2020

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
St. Petersburg, FL
Past

April 23, 2019 - October 16, 2019

FORVIS MAZARS WEALTH ADVISORS, LLC

RIA
CRD#: 110905
Indianapolis, IN
Past

May 25, 2018 - April 3, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Indianapolis, IN
Past

April 24, 2018 - April 3, 2019

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Indianapolis, IN
Past

August 29, 2017 - March 12, 2018

LAWRENCE FINANCIAL PLANNING, LLC

RIA
CRD#: 127486
TAMPA, FL
Past

June 13, 2016 - July 24, 2017

DENALI WEALTH MANAGEMENT ADVISORS, LLC

RIA
CRD#: 173586
INDIANAPOLIS, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA
Registered Investment Advisory firm - (11/30/2021 Approved)

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
Florida
(12/9/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 5/30/2018
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 6/13/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/25/2018
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 12/12/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 9/10/2018
General Securities Sales Supervisor - Options Module Examination

Current Firm

CC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528 / SEC#: 801-122783

RIA
Registered Investment Advisory firm - (11/30/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 Rockefeller Plaza, New York, NY 10020
Mailing Address
Phone number
(212) 697-1000
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC ADV PART 2A BROCHURE (11/30/2025)

Regulatory assets under management

Total Number of Accounts762
AUM (Assets Under Management)$ 1,626,110,870

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/27/2025
Cover Page
Report
09/25/2024
Cover Page
Report
07/28/2023
Cover Page
Report
01/18/2023
Cover Page
Report

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

CITRIN COOPERMAN WEALTH MANAGEMENT, LLC

CRD#: 317528St. Petersburg, FL

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