George Edward Hasbun

Employer firm

Clifford Swan Investment Counselors CRD 108033

$4.48B regulatory AUM 6 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2001 → 01/2017
  Round Hill Asset Management
  Pasadena, CA
• 01/2017 → Present
  Clifford Swan Investment Counsellors
  Pasadena, CA

Other Businesses

Stepping Stones to Learning, LLC, is non-investment related and located at 2233 Huntington Drive #1 San Marino, CA. It offers tutoring services. I am the co-owner and started on 7/2010. I work 5 hours a month during non-security trading hours and am the Director of Finance.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-10
• S63 Uniform Securities Agent State Law Examination
  2001-03-27

Designations

• Certified Financial Planner