Hannah
Stenzel

Godfrey Financial Associates, Inc

CRD#6975791
Investment Advisor
in Glenmont, NY

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About this Advisor

Hannah Stenzel is a financial advisor working out of Glenmont, New York who has 4 years of relevant experience. Stenzel is on the advisory team at Godfrey Financial Associates, Inc. Their career trajectory has included roles at Albany Pump Station, College Student, Waterford Halfmoon Public School District and Godfrey Financial Associates, Inc. Stenzel has a Series 65 license, designating them as an investment advisor representative, and is registered to work in Massachusetts and New York. Godfrey Financial Associates, Inc is a registered investment firm headquartered in Glenmont, NY. It oversees $101 million in assets among its 617 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 617 client accounts, just 6% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The company has a set of services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees depend on the type of financial services provided. However, fee types billed by Godfrey Financial Associates, Inc most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

797 Route 9W
Glenmont, NY 12077-3801

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Godfrey Financial Associates, Inc Brokerage Details

Total Assets Under Management

$101,121,433

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

617

NY Average: 3,892
Average Account Size

$163,892

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Hannah Stenzel Work History

Hannah has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Godfrey Financial Associates, Inc

2016 - 2018 (2 years)

Waterford Halfmoon Public School District

2014 - 2016 (2 years)

College Student

2012 - 2017 (5 years)

Albany Pump Station

*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 Stenzel 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 Godfrey Financial Associates, Inc

Hannah Stenzel
Glenmont, NY
Kathleen Godfrey
Glenmont, NY

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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