Kristen Hanley has been Chief Compliance Officer and Portfolio Manager of CMH Wealth Management since May 2009, is a control person of the firm and directly owns under 5% of it. Kristen Hanley holds an MBA from the University of New Hampshire and a BA from the University of New Hampshire.
CMH Wealth Management, LLC is a Portsmouth, NH firm with $813M under management, 326 clients and 7 advisers across 3 offices, as of its May 2026 filing.
Kristen Hanley is CCO and Portfolio Manager of CMH Wealth Management, with over 25 years of experience in the investment industry. Before launching the firm, Hanley was Vice President and portfolio manager at US Trust Private Wealth Management, managing taxable portfolios, business entities, trusts, retirement portfolios, foundations and charitable trusts. She earlier held the position of portfolio manager with First NH Investment Services.
Kristen Hanley’s longest registration is the current one, 17 years at CMH Wealth Management since 2009. Before joining CMH Wealth Management in 2009, Kristen Hanley was registered through Columbia Management Advisors, Inc. and Fleet Investment Advisors Inc.
- CMH Wealth Management, LLCCurrent– present · 17 yearsPortsmouth, NH · Adviser representative · Firm CRD 150138
- Columbia Management Advisors, Inc.– · 1 yearProvidence, RI · Adviser representative · Firm CRD 105842
- Fleet Investment Advisors Inc.– · 7 yearsPortsmouth, NH · Adviser representative · Firm CRD 108403
Investment adviser representative registrations
Kristen Hanley is registered as an investment adviser representative in New Hampshire, since June 2009.
- New HampshireSince 4 June 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 June 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Kristen Lynn Hanley
- CRD
- 2681464
- Firm
- CMH Wealth Management · CRD 150138
- Role
- Chief Compliance Officer and Portfolio Manager
- Office
- 100 MARKET STREET, SUITE 201, Portsmouth, NH 03801
- Registration
- Investment adviser registration
- In the industry since
- September 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cmhwealth.com
Where does Kristen Hanley work?
Kristen Hanley has been Chief Compliance Officer and Portfolio Manager of CMH Wealth Management, LLC since May 2009, and is a control person of the firm.
Is Kristen Hanley a financial advisor?
Yes. Kristen Hanley has a current investment-adviser registration in New Hampshire, through CMH Wealth Management since June 2009.
How many years of experience does Kristen Hanley have?
Kristen Hanley has 26 years in the financial industry, since September 2000, across 3 adviser firms.
What exams has Kristen Hanley passed?
Kristen Hanley passed the Series 65 in June 2009.
Where did Kristen Hanley work before CMH Wealth Management?
Before CMH Wealth Management, Kristen Hanley was registered through Columbia Management Advisors, Inc., April 2003 to September 2004; Fleet Investment Advisors Inc., December 1995 to April 2003.
Where is Kristen Hanley based?
Kristen Hanley’s registered office is in Portsmouth, NH.
Is Kristen Hanley registered with FINRA?
No. Kristen Hanley has no current broker registration.
How can I verify Kristen Hanley’s record?
Search CRD 2681464 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kristen Hanley’s full registration record.