BH
BH

Bassam Hanna

13 Years of Experience
Westport, CT

Bassam Hanna is a registered investment advisor at Ihs Herold INC., based in Westport, CT, with 13 years of industry experience. Bassam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fixed/Hourly
Firm Size
9 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

55 Post Rd. West, 2nd Floor, Westport, CT, 06880

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ihs Herold INC.
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Ihs Herold INC.
June 2012 - December 2015 · 3 yrs 6 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bassam Hanna - Financial Advisor | TrueAdvisor