Unclaimed Profile

Julie Anne Won

HANSON & DOREMUS INVESTMENT MANAGEMENT·BURLINGTON, Vermont

Series 7, Series 65Clean record20 years registeredHANSON & DOREMUS INVESTMENT MANAGEMENT

431 PINE STREET, BURLINGTON, VT 05401CRD# 2974746Firm CRD# 108045

Profile Verification

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

Identity

Julie Anne Won · BURLINGTON, VT

Registration

CRD #2974746 · HANSON & DOREMUS INVESTMENT MANAGEMENT · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HANSON & DOREMUS INVESTMENT MANAGEMENT

HANSON & DOREMUS INVESTMENT MANAGEMENT

Nov 2013 – Aug 2025

Burlington, VT

THISTLE FINCH INVESTMENTS

Apr 2011 – Oct 2013

PALO ALTO, CA

HANSON INVESTMENT MANAGEMENT INC

Dec 2005 – Mar 2009

BURLINGTON, VT

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Registration record

First registered · December 21, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HANSON & DOREMUS INVESTMENT MANAGEMENT

CRD 108045 · SEC 801-55412

AUM

$737M

Regulatory assets under management

Employees

1,390 client accounts

Services offered by HANSON & DOREMUS INVESTMENT MANAGEMENT

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HANSON & DOREMUS INVESTMENT MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Julie Anne Won offer?

Julie Anne Won specializes in Financial Planning, Investment Management, Wealth Management.

What are Julie Anne Won's credentials?

Julie Anne Won is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Anne Won located?

Julie Anne Won is based in BURLINGTON, Vermont, last registered with HANSON & DOREMUS INVESTMENT MANAGEMENT.

How does Julie Anne Won charge for services?

Julie Anne Won's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HANSON & DOREMUS INVESTMENT MANAGEMENT?

HANSON & DOREMUS INVESTMENT MANAGEMENT has approximately 14 employees and manages $737M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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