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Hanna Price Molta

SEVEN HILLS FINANCIAL, LLC·TALLAHASSEE, Florida
Series 65Clean record7 years registeredSEVEN HILLS FINANCIAL, LLC
410 EAST 6TH AVENUE, TALLAHASSEE, FL 32303CRD# 6945636Firm CRD# 143190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hanna Price Molta · TALLAHASSEE, FL
Registration
CRD #6945636 · SEVEN HILLS FINANCIAL, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

Aug 2019present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 7, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SEVEN HILLS FINANCIAL, LLC
CRD 143190 · SEC 801-129414
AUM
$107M
Regulatory assets under management
Employees
4
504 client accounts
Services offered by SEVEN HILLS FINANCIAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Hanna Price Molta offer?
Hanna Price Molta specializes in Financial Planning, Investment Management. Contact their office in TALLAHASSEE, Florida for a consultation.
What are Hanna Price Molta's credentials?
Hanna Price Molta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hanna Price Molta located?
Hanna Price Molta is based in TALLAHASSEE, Florida, working with SEVEN HILLS FINANCIAL, LLC. Their office serves clients in the TALLAHASSEE metropolitan area and surrounding communities.
How does Hanna Price Molta charge for services?
Hanna Price Molta's firm is compensated through percentage of aum, hourly charges, other: third-party managers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SEVEN HILLS FINANCIAL, LLC?
SEVEN HILLS FINANCIAL, LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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