Hillary
Landen
Yhb Investment Advisors Inc
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About this Advisor
Hillary Landen is a financial advisor operating in West Hartford, Connecticut with 1 year of industry experience. Landen is on the advisory team at Yhb Investment Advisors Inc. Landen has gained experience at Wells Fargo Advisors LLC, Ubs Financial Services Inc, Arima Health, Homemaker, Bull Run Financial Group, Tm Wealth Management and Yhb Investment Advisors Inc. Landen has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Virginia. Yhb Investment Advisors Inc is a business operating out of West Hartford, CT. It controls $2 billion in total assets between its 2,660 accounts, making it one of the largest firms in the United States by assets under management. The firm advises 59 charitable organizations. Of its 2,660 accounts, 27% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice largely are based on which services the firm provides the client. However, fee types charged by Yhb Investment Advisors Inc likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Yhb Investment Advisors Inc Brokerage Details
$1,598,584,000
27
2,660
$600,971
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Hillary Landen Work History
Hillary has been registered as a financial advisor for 1 years.*
Yhb Investment Advisors Inc
Tm Wealth Management
Bull Run Financial Group
Homemaker
Arima Health
Ubs Financial Services Inc
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hillary Landen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Yhb Investment Advisors Inc
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
West Hartford, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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