Robert E. Hogan

THE HOGAN-KNOTTS FINANCIAL GROUP

Red Bank, NJ 07701

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CRD#: 1574852

Professional summary

Robert Edward Hogan, CFP®, who also goes by Bob Hogan, Robert E Hogan, is a registered financial advisor currently at THE HOGAN-KNOTTS FINANCIAL GROUP, INC. located in Red Bank, New Jersey.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Robert has worked at 5 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Hogan | Robert E Hogan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INSURANCE SALES WITH VARIOUS COMPANIES, SELL LIFE, DISABILITY & LONG TERM CARE INSURANCE PRODUCTS, LESS THAN 10% OF TIME DEVOTED TO ACTIVITY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Hogan's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

April 1, 2013 - Present

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Office #1: 298 Broad St, Red Bank, NJ 07701

RIA

CRD#: 106758

Red Bank, NJ

Past

April 17, 1989 - December 31, 1997

NEW ENGLAND SECURITIES

CRD#: 615

Past

January 14, 1989 - December 31, 2013

CADARET, GRANT & CO., INC.

CRD#: 10641

RED BANK, NJ

Past

October 28, 1988 - November 21, 1988

CADARET, GRANT & CO., INC.

CRD#: 10641

Past

September 12, 1987 - April 3, 1989

JOHN HANCOCK DISTRIBUTORS LLC

CRD#: 5249

BOSTON, MA

Past

June 30, 1987 - November 17, 1988

FOCUS SECURITIES, INC.

CRD#: 15023

Past

October 22, 1986 - December 31, 1997

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

HOGAN KNOTTS FINANCIAL GROUP | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | HUBER HOGAN CONSULTING INC

CRD#: 106758 / SEC#: 801-33850

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(4/1/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/18/1986

General Securities Representative Examination

Current Firm

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

HOGAN KNOTTS FINANCIAL GROUP | THE HOGAN-KNOTTS FINANCIAL GROUP, INC. | HUBER HOGAN CONSULTING INC

CRD#: 106758 / SEC#: 801-33850

RIA

Registered Investment Advisory firm - (2/10/1989 Approved)

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Contact information

Main Address

298 Broad St, Red Bank, NJ 07701

Mailing Address

3900 East Indiantown Road Suite 607, Jupiter, FL 33477

Phone number

(732) 842-7400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 A & B 3/25/2025 FOR THE HOGAN-KNOTTS FINANCIAL GROUP, INC. (3/26/2025)

Regulatory assets under management

Total Number of Accounts	661
AUM (Assets Under Management)	$ 301,335,740

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert E. Hogan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Edward Hogan's CRS (Customer Relationship Summary).

Certified licenses

Experience

NEW ENGLAND SECURITIES

CADARET, GRANT & CO., INC.

CADARET, GRANT & CO., INC.

JOHN HANCOCK DISTRIBUTORS LLC

FOCUS SECURITIES, INC.

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/6/1987

Series 7

Date: 10/18/1986

Current Firm

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE HOGAN-KNOTTS FINANCIAL GROUP, INC.

TRUST BUT VERIFY

Contact information

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