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Hannah Bauque Steendam

Ellevest

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About Hannah Bauque Steendam

Hannah Bauque Steendam is a financial advisor at Ellevest. Hannah has been in the financial industry since 2015. Hannah is registered as an Investment Advisor Representative in Colorado, New York, and Texas. Hannah has a Series 7, Series 63, and Series 65 license and is a Certified Financial Planner. Before joining Ellevest, Hannah was a financial advisor at Neuberger Berman.

Firm Information

Hannah Steendam is currently registered with Ellevest. Ellevest is a registered investment advisor that provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. The firm also offers educational seminars and a wrap fee program. Ellevest has approximately $2.11 billion in regulatory assets under management and 89,871 total client accounts.

$2.11B

Assets Under Management

3,000

Total Clients

32

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Financial planning workshops; 1:1 consulting

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Hannah Steendam’s Registration & Firm History

CO

02/23/2024 - Present

Ellevest (Lakewood CO)

NY

08/29/2016 - 05/25/2022

NEUBERGER BERMAN BD LLC (NEW YORK NY)

NJ

07/23/2015 - 08/29/2016

AXA ADVISORS, LLC (MORRISTOWN NJ)

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Licenses & Designations

IA

Issued 11/21/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/09/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hannah Bauque Steendam.
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