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Hillary Rabchenia Landen

YHB Investment Advisors Inc.

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About Hillary Rabchenia Landen

Hillary Landen is a financial advisor registered with YHB Investment Advisors Inc. Hillary has worked as an advisor in the financial industry since 2011. Hillary's experience includes a previous role at UBS Financial Services Inc. and Wells Fargo Advisors, LLC. Hillary Landen holds Series 6, 7, 63, and 65 licenses. Hillary specializes in providing advisory services to individuals, high net worth individuals, corporations or other businesses, pension and profit sharing plans, charitable organizations.

Firm Information

Hillary Landen is currently registered with YHB Investment Advisors Inc.. YHB Investment Advisors Inc. is a registered investment advisor based in West Hartford, CT. They offer a range of advisory services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. With a focus on high-net-worth individuals, corporations, charitable organizations, and pension and profit sharing plans, YHB Investment Advisors Inc. has over $1.74 billion in regulatory assets under management.
YHB Investment Advisors Inc.

29 SOUTH MAIN STREET

WEST HARTFORD, CT 06107-2417

$1.75B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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participant account management

Participant account management

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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Hillary Landen’s Registration & Firm History

CT

01/27/2022 - Present

YHB Investment Advisors Inc. (WEST HARTFORD CT)

NC

05/08/2014 - 12/23/2014

UBS FINANCIAL SERVICES INC. (RALEIGH NC)

NC

03/21/2011 - 02/05/2014

WELLS FARGO ADVISORS, LLC (MOREHEAD CITY NC)

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Licenses & Designations

IA

Issued 10/01/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/23/2014

SIE - Securities Industry Essentials Examination

BC

Issued 07/20/2012

Series 7 - General Securities Representative Examination

BC

Issued 03/18/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Hillary Rabchenia Landen.
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