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FIRM PROFILE
Overview
HINES PRIVATE WEALTH SOLUTIONS LLC is located at 845 Texas Avenue Suite 3300, Houston, TX 77002 and was first established at Dallas, Delaware in 03/28/2024. After operating for 1 years, HINES PRIVATE WEALTH SOLUTIONS LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of HINES PRIVATE WEALTH SOLUTIONS LLC’s clients are individuals and 0% of their clients are high net worth individuals. HINES PRIVATE WEALTH SOLUTIONS LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at HINES PRIVATE WEALTH SOLUTIONS LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access HINES PRIVATE WEALTH SOLUTIONS LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at HINES PRIVATE WEALTH SOLUTIONS LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for HINES PRIVATE WEALTH SOLUTIONS LLC Comes From
Understanding the Statistics for HINES PRIVATE WEALTH SOLUTIONS LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
845 Texas Avenue Suite 3300, Houston, TX 77002
845 Texas Avenue Suite 3300, Houston, TX 77002
Small
(888) 446-3773
Delaware since 03/28/2024
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| HINES RETAIL SECURITIES LLC | OWNER | ||
| CARUSO, JOHN ARMOND | MANAGING DIRECTOR, MANAGER | 5524146 | |
| FERRARO, PAUL JAMES | SENIOR MANAGING DIRECTOR - HEAD OF PRIVATE WEALTH SOLUTIONS, MANAGER, CEO | 2479671 | |
| FOGG, RICHARD MATTHEW JR | MANAGING DIRECTOR - SHAREHOLDER SERVICES AND OPERATIONS; ANTI-MONEY LAUNDERING COMPLIANCE OFFICER; SECRETARY AND TREASURER | 2669807 | |
| HILL, LERONICA CARRIETTA | CHIEF COMPLIANCE OFFICER; EXECUTIVE REPRESENTATIVE; ASSISTANT SECRETARY | 4936282 | |
| HUSSEIN, SHAUN R | PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 5193143 |
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Advisor's working at HINES PRIVATE WEALTH SOLUTIONS LLC
Jon Kenneth Sampson
Gina Spada Biondo
Thomas Michael Lester Jr
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