Unclaimed Profile

Charles Edgar Hanny

EMERGENT WEALTH ADVISORS, LLC·WILLIAMSVILLE, New York

SIE, Series 7, Series 63, Series 66CFPClean record16 years registeredEMERGENT WEALTH ADVISORS, LLC

5500 MAIN STREET, SUITE 260, WILLIAMSVILLE, NY 14221CRD# 2982732Firm CRD# 174845

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Edgar Hanny · WILLIAMSVILLE, NY

Registration

CRD #2982732 · EMERGENT WEALTH ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

EMERGENT WEALTH ADVISORS, LLC

Apr 2021 – present

EMERGENT WEALTH ADVISORS, LLC

Jan 2016 – Dec 2019

WILLIAMSVILLE, NY

AMERICAN PORTFOLIOS ADVISORS, INC

Mar 2010 – Dec 2015

HOLBROOK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · March 25, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EMERGENT WEALTH ADVISORS, LLC

CRD 174845 · SEC 801-106909

AUM

$171M

Regulatory assets under management

Employees

888 client accounts

Services offered by EMERGENT WEALTH ADVISORS, 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

View all advisors at EMERGENT WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Edgar Hanny offer?

Charles Edgar Hanny specializes in Financial Planning, Investment Management. Contact their office in WILLIAMSVILLE, New York for a consultation.

What are Charles Edgar Hanny's credentials?

Charles Edgar Hanny holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Edgar Hanny located?

Charles Edgar Hanny is based in WILLIAMSVILLE, New York, working with EMERGENT WEALTH ADVISORS, LLC. Their office serves clients in the WILLIAMSVILLE metropolitan area and surrounding communities.

How does Charles Edgar Hanny charge for services?

Charles Edgar Hanny's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is EMERGENT WEALTH ADVISORS, LLC?

EMERGENT WEALTH ADVISORS, LLC has approximately 6 employees and manages $171M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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