Start Doing Business

To start doing business on the Hanlon Managed Accounts Platform, please complete the information below. You will receive a login within 24 hours and our sales team will be in touch to help you navigate the platform. Our team can also be reached at 888-641-7100 or at

Advisor Information

First Name (Required)

Last Name (Required)

Work Email (Required)

Date Of Birth (Required)

CRD (Required)

Broker Dealer/RIA Number (Required)

Firm Information

Firm Name (Required)

Firm Phone Number (Required)


Firm Address: Street (Required)

Street (Optional)

Street (Optional)

City, State & Zip Code: (Required)