Charles Hanny has been an investment adviser representative at Emergent Wealth Advisors since April 2021, and is not listed among the firm’s executive officers or direct owners. Charles Hanny holds a BA in Finance and Economics from Le Moyne College.
Emergent Wealth Advisors, LLC is a Williamsville, NY firm with $249M under management, 370 clients and 3 advisers across 2 offices, as of its January 2026 filing.
Charles E. Hanny is Wealth Advisor of Emergent Wealth Advisors. He has 22 years of experience helping clients grow, plan and protect their wealth, with a focus on retirement planning strategies. He serves on the Finance Committee of the St. Benedict school.
Charles Hanny’s longest registration was 5 years at American Portfolios Advisors, Inc (2010–2015). Before joining Emergent Wealth Advisors in 2021, Charles Hanny was registered through American Portfolios Advisors, Inc.
- – present · 5 yearsWilliamsville, NY · Adviser representative · Firm CRD 174845
- – · 3 yearsWilliamsville, NY · Adviser representative · Firm CRD 174845
- American Portfolios Advisors, Inc– · 5 yearsHolbrook, NY · Adviser representative · Firm CRD 112697
Professional designations
Listed by Emergent Wealth Advisors
- CFP®
- CRPC
Investment adviser representative registrations
Charles Hanny is registered as an investment adviser representative in New York, since April 2021.
- New YorkSince 8 April 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 March 2010 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 December 1997 |
| Series 7 | General Securities Representative Examination | 8 December 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Charles Edgar Hanny
- CRD
- 2982732
- Firm
- Emergent Wealth Advisors · CRD 174845
- Office
- 5500 MAIN STREET, SUITE 260, Williamsville, NY 14221
- Registration
- Investment adviser registration
- In the industry since
- December 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- emergentwa.com
Where does Charles Hanny work?
Charles Hanny is an investment adviser representative registered through Emergent Wealth Advisors, LLC since April 2021, and is not listed among the firm’s executive officers or direct owners.
Is Charles Hanny a financial advisor?
Yes. Charles Hanny has a current investment-adviser registration in New York, through Emergent Wealth Advisors since April 2021.
How many years of experience does Charles Hanny have?
Charles Hanny has 28 years in the financial industry, since December 1997, across 2 adviser firms.
What exams has Charles Hanny passed?
Charles Hanny has passed 3 licensing exams: the Series 7, Series 63 and Series 66. The earliest, the Series 7, was passed in December 1997. FINRA credited Charles Hanny with the SIE, which began in October 2018.
Where did Charles Hanny work before Emergent Wealth Advisors?
Before Emergent Wealth Advisors, Charles Hanny was registered through American Portfolios Advisors, Inc, March 2010 to December 2015.
Where is Charles Hanny based?
Charles Hanny’s registered office is in Williamsville, NY.
Is Charles Hanny registered with FINRA?
No. Charles Hanny has no current broker registration.
Is Charles Hanny a CFP?
Emergent Wealth Advisors lists Charles Hanny with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Charles E. Hanny, CFP®, CRPC Wealth Advisor biography, emergentwa.com
How can I verify Charles Hanny’s record?
Search CRD 2982732 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Charles Hanny’s full registration record.
