Hannah
Santy
Vigilant Wealth Management
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About this Advisor
Hannah Santy is a chartered financial analyst operating in Portsmouth, New Hampshire with a total of 5 years of relevant experience. Santy is an employee of Vigilant Wealth Management. Their career trajectory has included roles at Vigilant Capital Management, LLC, Penobscot Financial Advisors, Foster Victor Wealth Advisors, LLC, New York Life Insurance Company, Factset Research Systems, The George Washington University - School Of Business, Bonney Staffing and Arlberg Ski & Surf. Santy holds a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Maine, New Hampshire and Texas. Vigilant Wealth Management is a business headquartered in Portland, ME. The company has a total of 29 financial advisors. It has $2 billion in assets under management among its 1,753 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves seven charities and foundations. Of its 1,753 customer accounts, 83% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The company provides a few services, including financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Vigilant Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vigilant Wealth Management Brokerage Details
$2,200,862,557
29
1,753
$1,255,483
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Hannah Santy Work History
Hannah has been registered as a financial advisor for 5 years.*
Vigilant Capital Management, LLC
Penobscot Financial Advisors
Foster Victor Wealth Advisors, LLC
New York Life Insurance Company
Factset Research Systems
Bonney Staffing
Arlberg Ski & Surf
The George Washington University - School Of Business
*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 Hannah Santy 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 Vigilant Wealth Management
Portsmouth, NH
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portland, ME
Portsmouth, NH
Portland, ME
Portsmouth, NH
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