Ann Lucy Herrero
Investment adviser representative at Dunhill Financial
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$601.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Lansdowne Wealth Management, LLCJan 2025 to now
- Dunhill Financial, LLCOct 2024 to now
- Ameriprise Financial Services, Inc.Feb 2015 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (FL, NY).
Dunhill Financial
Legal name: Dunhill Financial, LLC
$601.7MAssets managed
996Clients
11Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3156939
- Firm CRD
- 288211