Hannah C. Wyatt

WISDOMTREE SECURITIES

New York, NY 10119

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CRD#: 6786103

Professional summary

Hannah Claire Wyatt, who also goes by Hannah Wyatt, Hannah Claire Wyatt, is a registered financial professional currently at WISDOMTREE SECURITIES, INC. located in New York, New York.

Hannah is registered as a RR (Registered Representative) and started their career in finance in 2017. Hannah has worked at 11 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Hannah Wyatt | Hannah Claire Wyatt

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) - BD

Click below to view Hannah Claire Wyatt'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

September 30, 2025 - Present

WISDOMTREE SECURITIES, INC.

Office #1: 250 West 34th Street 3rd Floor, New York, NY 10119Office #2: 250 West 34th Street 3rd Floor, New York, NY 10119

CRD#: 7452

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(9/30/2025)

New York
(9/30/2025)

Exams

State Security Law Exam

Series 63

Date: 6/1/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2017

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/30/2019

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WISDOMTREE SECURITIES, INC.

CRD#: 317624 / SEC#: , 8-70847

Broker-Dealer Firm Regulated by FINRA (New York district office)

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Contact information

Main Address

250 West 34th Street 3rd Floor, New York, NY 10119

Mailing Address

250 West 34th Street 3rd Floor, New York, NY 10119

Phone number

(212) 801-2080

Established

Delaware since 10/14/2021

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
WISDOMTREE, INC.	SOLE SHAREHOLDER
BRANT, DAVID ROBERT	FINOP, POO AND PFO	2718478
HANNON, MAREDITH ANN	VICE PRESIDENT	5944239
IBSCH, DEREK ANTHONY	CCO AND SECRETARY	2895585
LILIEN, ROBERT JARRETT	DIRECTOR, PRESIDENT AND EXECUTIVE REPRESENTIVE	1337819
ZIEMBA, PETER M	DIRECTOR

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.

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Advisor Monitoring

Firm Stability Insights

Hannah C. Wyatt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Hannah Claire Wyatt's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVANTAX INVESTMENT SERVICES, INC.

CETERA WEALTH SERVICES, LLC

CETERA INVESTMENT SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

SIGMA FINANCIAL CORPORATION

PARKLAND SECURITIES, LLC

OSAIC SERVICES, INC.

ROBINHOOD FINANCIAL, LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 6/1/2017

SIE

Date: 10/1/2018

Series 7

Date: 5/22/2017

Series 24

Date: 7/30/2019

FINRA

Current Firm

WISDOMTREE SECURITIES, INC.

Contact information

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

WISDOMTREE SECURITIES, INC.

TRUST BUT VERIFY

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