Scott Hanna has been an investment adviser representative at WestPoint Wealth Management since March 2021, and is not listed among the firm’s executive officers or direct owners.
Westpoint Wealth Management, LLC is a Berea, OH firm with $106M under management, 582 clients and 9 advisers across 4 offices, as of its July 2026 filing.
Scott Hanna’s longest registration is the current one, 5 years at WestPoint Wealth Management since 2021. Before joining WestPoint Wealth Management in 2021, Scott Hanna was registered through Cetera Advisor Networks LLC and Ameritas Investment Corp.
- – present · 5 yearsWilloughby Hills, OH · Adviser representative · Firm CRD 310883
- Cetera Advisor Networks LLC– · 3 yearsWilloughby, OH · Adviser representative · Firm CRD 13572
- Ameritas Investment Corp– · 1 yearWilloughby, OH · Adviser representative · Firm CRD 14869
- New England Securities Corporation– · 2 yearsWilloughby, OH · Adviser representative · Firm CRD 615
Investment adviser representative registrations
Scott Hanna is registered as an investment adviser representative in Ohio, since March 2021.
- OhioSince 8 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 6 December 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 April 1986 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Scott Chapman Hanna
- CRD
- 1139312
- Firm
- WestPoint Wealth Management · CRD 310883
- Office
- Willoughby Hills, OH
- Registration
- Investment adviser registration
- In the industry since
- April 1986
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott Hanna work?
Scott Hanna is an investment adviser representative registered through Westpoint Wealth Management, LLC since March 2021, and is not listed among the firm’s executive officers or direct owners.
Is Scott Hanna a financial advisor?
Yes. Scott Hanna has a current investment-adviser registration in Ohio, through WestPoint Wealth Management since March 2021.
How many years of experience does Scott Hanna have?
Scott Hanna has 40 years in the financial industry, since April 1986, across 4 adviser firms.
What exams has Scott Hanna passed?
Scott Hanna has passed 3 licensing exams: the Series 6, Series 63 and Series 6TO. The earliest, the Series 6, was passed in April 1986. FINRA credited Scott Hanna with the SIE, which began in October 2018.
Where did Scott Hanna work before WestPoint Wealth Management?
Before WestPoint Wealth Management, Scott Hanna was registered through Cetera Advisor Networks LLC, August 2017 to February 2021; Ameritas Investment Corp, June 2014 to January 2016; New England Securities Corporation, February 2010 to April 2012.
Where is Scott Hanna based?
Scott Hanna’s registered office is in Willoughby Hills, OH.
Is Scott Hanna registered with FINRA?
No. Scott Hanna has no current broker registration.
How can I verify Scott Hanna’s record?
Search CRD 1139312 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott Hanna’s full registration record.