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Carey Mcconnell Hanna

Redwood Private Wealth

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About Carey Mcconnell Hanna

Carey Hanna is a financial advisor at Redwood Private Wealth. Carey has been in the financial industry since 1981. Carey specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals. Carey is licensed to provide financial advice in South Carolina.

Firm Information

Carey Hanna is currently registered with Redwood Private Wealth. Redwood Private Wealth is an independent wealth management firm based in Phoenix, Arizona. The firm provides financial planning, portfolio management, and other advisory services to individuals, families, and businesses. They have approximately $267.6 million in regulatory assets under management and are registered with the Securities and Exchange Commission (SEC). The firm specializes in serving high net worth individuals, with a focus on assisting clients in achieving their long-term financial goals.
Redwood Private Wealth

3930 E. RAY ROAD

PHOENIX, AZ 85044

$267.56M

Assets Under Management

Not reported

Total Clients

49

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Carey Hanna’s Registration & Firm History

SC

01/06/2024 - Present

Redwood Private Wealth (AIKEN SC)

SC

05/31/1990 - 12/06/2012

MULTI-FINANCIAL SECURITIES CORPORATION (AIKEN SC)

SD

06/02/1989 - 05/22/1990

NORTH AMERICAN MANAGEMENT, INC. (SIOUX FALLS SD)

NA

10/20/1988 - 06/12/1989

MIMLIC SALES CORPORATION

NA

07/02/1981 - 06/07/1988

NEW ENGLAND SECURITIES CORPORATION

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Licenses & Designations

BOTH

Issued 07/03/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/19/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/17/2005

Series 7 - General Securities Representative Examination

BC

Issued 04/30/1984

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 06/30/1981

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Carey Mcconnell Hanna.
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