Sarah Ann Hannibal

Employer firm

Wealthspire Advisors CRD 106181

$34.3B regulatory AUM 400 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2024-10-15

OH RA
APPROVED

Since 2024-10-15

Branch Locations

3201 Enterprise Pkwy Suite 100, Beachwood, OH 44122 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Walden Wealth Partners, Llc	Solon	OH	05/2015	Present

05/2015 → Present

Walden Wealth Partners, Llc

Solon, OH

Previous Registrations

2015-06-08 → 2024-11-14

Walden Wealth Partners Llc

Beachwood, OH
2005-10-04 → 2016-06-09

Gem Asset Management, Llc

Pepper Pike, OH

Other Businesses

MENDOZA PARTNERS, LLC, NOT INVESTMENT RELATED 2138 W. CHURCHILL ROW UNIT 304 CHICAGO IL 60647 WINE PRODUCER MANAGING PARTNER 02/2007 6 HOURS PER MONTH 1 HOUR PER MONTH DURING TRADING HOURS MAINTAIN WEBSITE, PROCESS WINE ORDERS, REGULATORY MATTERS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2000-10-16

S63 Uniform Securities Agent State Law Examination

2000-10-16

Designations

Chartered Financial Analyst

Other Names

Sarah Ann O'NEil

View on SEC IAPD