Hanna R Haison

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• 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

• 10/2015 → 12/2024
  Fifth Third Bank
  Columbus, OH
• 01/2019 → 12/2024
  Fifth Third Securities
  Columbus, OH
• 01/2025 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2025 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2019-07-19 → 2024-12-23
  Fifth Third Securities, Inc.
  Columbus, OH
  Reynoldsburg, OH
  Columbus, OH
  Columbus, OH
  North Charleston, SC
  Charleston, SC
  Mount Pleasant, SC
  Charleston, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-28
• S63 Uniform Securities Agent State Law Examination
  2019-06-11

Other Names

• Hanna R Dodson