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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

FAHAD HASAN

Advisor at WEALTHEDGE INVESTMENT ADVISORS, LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7ef2f6d-0679-1a65-befd-cb5491060ddf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 9, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHEDGE INVESTMENT ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 3, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 2
Registered states: 2
Designations: Chartered Financial Analyst
Exams: S66
First exam: Oct 3, 2005
First registration: Nov 9, 2005
Dual registered: no
IAPD individual key: 5027292

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONTREUX GROUP LLC	State registered	Apr 22, 2026	n/a	yes	NEW YORK, NY	Current employment
WEALTHEDGE INVESTMENT ADVISORS, LLC	Independent wealth	May 31, 2024	n/a	yes	NEW YORK, NY	Current employment
B. RILEY WEALTH ADVISORS, INC.	Bd affiliated wealth	Mar 17, 2008	Sep 2, 2008	no	NEW YORK, NY	Previous registration
GUNNALLEN FINANCIAL, INC	n/a	Nov 9, 2005	Aug 14, 2007	no	WESTBURY, NY\|NEW YORK, NY\|NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B. RILEY WEALTH ADVISORS, INC.	WEALTHEDGE INVESTMENT ADVISORS, LLC	Sep 2, 2008	May 31, 2024	5,750	Firm change after gap	Other
GUNNALLEN FINANCIAL, INC	B. RILEY WEALTH ADVISORS, INC.	Aug 14, 2007	Mar 17, 2008	216	Firm change	Other

Relationships

Registered with (4)

→ MONTREUX GROUP LLCRegistered adviserregistration: current employment
Apr 22, 2026 to presentfactForm ADV
→ WEALTHEDGE INVESTMENT ADVISORS, LLCRegistered adviserregistration: current employment
May 31, 2024 to presentfactForm ADV
→ B. RILEY WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Mar 17, 2008 to Sep 2, 2008factForm ADV
→ GUNNALLEN FINANCIAL, INCRegistered adviserregistration: previous registration
Nov 9, 2005 to Aug 14, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7ef2f6d-0679-1a65-befd-cb5491060ddf
First observed: Nov 9, 2005
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FAHAD HASAN

Advisor at WEALTHEDGE INVESTMENT ADVISORS, LLC

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e7ef2f6d-0679-1a65-befd-cb5491060ddf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:40 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MONTREUX GROUP LLC

State registered

Apr 22, 2026

n/a

yes

NEW YORK, NY

Current employment

WEALTHEDGE INVESTMENT ADVISORS, LLC

Independent wealth

May 31, 2024

n/a

yes

NEW YORK, NY

Current employment

B. RILEY WEALTH ADVISORS, INC.

Bd affiliated wealth

Mar 17, 2008

Sep 2, 2008

NEW YORK, NY

Previous registration

GUNNALLEN FINANCIAL, INC

n/a

Nov 9, 2005

Aug 14, 2007

WESTBURY, NY|NEW YORK, NY|NEW YORK, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

B. RILEY WEALTH ADVISORS, INC.

WEALTHEDGE INVESTMENT ADVISORS, LLC

Sep 2, 2008

May 31, 2024

5,750

Firm change after gap

Other

GUNNALLEN FINANCIAL, INC

B. RILEY WEALTH ADVISORS, INC.

Aug 14, 2007

Mar 17, 2008

216

Firm change

Other