Hannah Marie Carter

Employer firm

Carter Financial Group, Inc. CRD 301025

$382M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 02/2021 → Present
  Carter Financial Group
  Barrington, IL
• 06/2016 → 03/2018
  Gramercy Tavern
  Manhattan, NY
• 03/2018 → 08/2018
  Grand Army Bar
  Brooklyn, NY
• 08/2018 → 08/2019
  Saint Julivert
  Brooklyn, NY
• 08/2019 → 03/2020
  Lila
  Brooklyn, NY
• 03/2020 → 01/2021
  Unemployed
  Barrington, IL

Other Businesses

INSURANCE AGENT - LIFE INSURANCE - ACCIDENT AND HEALTH INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-07-23