Nathan G. Hanna, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$31,000,000
Clients
142
Advisors
2
across 2 offices
About
Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high‑net‑worth individuals, trusts, estates, and charitable organizations. The firm prepares an Investment Policy Statement for each client and advises across a range of vehicles including mutual funds, equities, bonds, ETFs, REITs, real estate interests, and insurance products such as annuities.
The adviser employs multiple methods of analysis—charting, fundamental, technical, and cyclical—and uses long‑term trading, short‑term trading, and, when appropriate, short sales. Client goals, tax considerations, and risk tolerance are documented in the Investment Policy Statement, the firm generally operates under discretionary authority to implement those plans, and accounts are reviewed at least quarterly.
Noteworthy features include the firm’s work with charitable organizations (a less common client type among peers) and the use of higher‑risk strategies such as short sales. The adviser is also a licensed insurance agent and discloses potential conflicts from recommending commissionable insurance products and from fee‑sharing arrangements with third‑party managers; the firm reports roughly $31 million in assets under management, serves about 142 clients, and has no stated account minimum.
Client services
Expertise
Fee options
$1 - $500,000: 1.20% $500,001 - $1,000,000: 1.15% Above $1,000,000+: 1.10%
$250/hour (negotiable)
Main office
2706 Alt. 19n., Suite 206
Palm Harbor FL 34683-2641, United States
Offices (2)
Most active in
Florida · New York · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael H
Series 66
Whitesboro, NY
Nathan G. Hanna, LLC
Michael Hayduk is a financial advisor at Nathan G. Hanna, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Robert W. Baird & Co. Incorporated and MML Investors Services, LLC. Outside of his advisory role, he coaches varsity boys basketball at Clinton High School and serves on the financial committee for St. Louis Gonzaga Church. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple analytical methods and trading strategies, tailoring investment plans documented in client-specific Investment Policy Statements.
Nathan H
Series 63, Series 65
Palm Harbor, FL
Nathan G. Hanna, LLC
Nathan Hanna is the sole advisor at Nathan G. Hanna, LLC, an independent firm based in Utica, NY. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Nathan also serves as the managing member of Hanna Insurance Services, LLC, an insurance sales business. Nathan G. Hanna, LLC provides investment supervisory services and financial planning to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs multiple methods of analysis and uses a range of investment strategies, including long-term and short-term trading as well as short sales, while preparing customized Investment Policy Statements for each client.
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