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Lisa Marie Hanes

PGIM CUSTOM HARVEST LLC·NEWARK, New Jersey
Unclaimed Profile
655 BROAD STREET, NEWARK, NJ 07102CRD# 2972287Firm CRD# 290235
01

About

Lisa Marie Hanes is a registered financial advisor based in NEWARK, New Jersey, affiliated with PGIM CUSTOM HARVEST LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PGIM CUSTOM HARVEST LLC
PGIM CUSTOM HARVEST LLC
AUM
$3.6B
Regulatory assets under management
Employees
60
Total firm employees
View all advisors at PGIM CUSTOM HARVEST LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2972287
Firm CRD# 290235
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lisa Marie Hanes offer?
Lisa Marie Hanes specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NEWARK, New Jersey for a consultation.
What are Lisa Marie Hanes's credentials?
Lisa Marie Hanes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lisa Marie Hanes located?
Lisa Marie Hanes is based in NEWARK, New Jersey, working with PGIM CUSTOM HARVEST LLC. Their office serves clients in the NEWARK metropolitan area and surrounding communities.
How does Lisa Marie Hanes charge for services?
Lisa Marie Hanes's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PGIM CUSTOM HARVEST LLC?
PGIM CUSTOM HARVEST LLC has approximately 60 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NEWARK
Kent Douglas Sluyter — PRUCO SECURITIES, LLCRobert Coomber Holderith — PGIM CUSTOM HARVEST LLCHasan Ibrahim — PRUCO SECURITIES, LLCAnthony Michael Fontano — PRUCO SECURITIES, LLCMatthew John Voelker — PRUCO SECURITIES, LLC
Nearby cities in New Jersey
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City Guides
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Research
Advisor Fees in New JerseyNational Fee Analysis
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