Edward D. Shanklin

HACKETT ROBERTSON TOBE GROUP

NEW ORLEANS, LA 70122

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CRD#: 1852074

Professional summary

Edward Douglas Shanklin, who also goes by Eddie Shanklin Jr, Edward D Shanklin Jr, Edward Douglas Shanklin Jr, is a registered financial advisor currently at HACKETT ROBERTSON TOBE GROUP located in New Orleans, Louisiana.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Edward has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Eddie Shanklin Jr | Edward D Shanklin Jr | Edward Douglas Shanklin Jr

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Douglas Shanklin'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®

None

Experience

Current

March 6, 2025 - Present

HACKETT ROBERTSON TOBE GROUP

Office #1: 2021 Lakeshore Drive Suite 200, New Orleans, LA 70122

RIA

CRD#: 304638

NEW ORLEANS, LA

Past

January 7, 2016 - February 1, 2019

GAVION, LLC

RIA

CRD#: 167807

MEMPHIS, TN

Past

October 12, 2012 - December 31, 2015

EQUITAS CAPITAL ADVISORS,LLC

RIA

CRD#: 124471

NEW ORLEANS, LA

Past

March 28, 2012 - March 10, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

NEW ORLEANS, LA

Past

June 9, 2004 - December 21, 2010

MELVIN SECURITIES, L.L.C.

CRD#: 29767

NEW ORLEANS, LA

Past

October 23, 2003 - April 28, 2004

DIRECT BROKERAGE, INC.

CRD#: 24907

NEW YORK, NY

Past

December 13, 2001 - July 9, 2003

DIRECT BROKERAGE, INC.

CRD#: 24907

NEW YORK, NY

Past

May 18, 2000 - October 2, 2001

STRATEGIC ASSETS INC.

CRD#: 37590

MELVILLE, NY

Past

April 27, 2000 - May 30, 2000

DAMON ROCQUE SECURITIES CORPORATION

CRD#: 44570

NEW ORLEANS, LA

Past

February 15, 2000 - April 27, 2000

JACKSON SHANKLIN & SONIA SECURITIES, LLC

CRD#: 47652

FAIRBURN, GA

Past

August 6, 1997 - November 3, 1999

BOLTON GLOBAL CAPITAL

CRD#: 15650

BOLTON, MA

Past

August 18, 1993 - August 15, 1997

SISUNG SECURITIES CORPORATION

CRD#: 25752

METAIRIE, LA

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".

HACKETT ROBERTSON TOBE GROUP

HACKETT ROBERTSON GROUP | THE HACKETT GROUP, LLC | THE HACKETT GROUP LLC | HACKETT ROBERTSON TOBE GROUP

CRD#: 304638 / SEC#: 801-117295

RIA

Registered Investment Advisory firm - (7/30/2019 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

Louisiana
(3/6/2025)

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

IAR

Series 65

Date: 8/14/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/6/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/10/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/17/1993

General Securities Representative Examination

Current Firm

HACKETT ROBERTSON TOBE GROUP

HACKETT ROBERTSON GROUP | THE HACKETT GROUP, LLC | THE HACKETT GROUP LLC | HACKETT ROBERTSON TOBE GROUP

CRD#: 304638 / SEC#: 801-117295

RIA

Registered Investment Advisory firm - (7/30/2019 Approved)

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Contact information

Main Address

2021 Lakeshore Drive Suite 200, New Orleans, LA 70122

Mailing Address

Phone number

(504) 603-0246

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

FORM ADV PART 2A (5/16/2025)

ADV PART 2A-THE HACKETT ROBERTSON TOBE GROUP (5/16/2025)

Regulatory assets under management

Total Number of Accounts	105
AUM (Assets Under Management)	$ 380,000,000

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.

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Edward D. Shanklin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Douglas Shanklin's CRS (Customer Relationship Summary).

Certified licenses

Experience

GAVION, LLC

EQUITAS CAPITAL ADVISORS,LLC

PURSHE KAPLAN STERLING INVESTMENTS

MELVIN SECURITIES, L.L.C.

DIRECT BROKERAGE, INC.

DIRECT BROKERAGE, INC.

STRATEGIC ASSETS INC.

DAMON ROCQUE SECURITIES CORPORATION

JACKSON SHANKLIN & SONIA SECURITIES, LLC

BOLTON GLOBAL CAPITAL

SISUNG SECURITIES CORPORATION

Primary Firm SEC Registration

HACKETT ROBERTSON TOBE GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/14/1995

Series 63

Date: 7/6/1995

SIE

Date: 3/10/2015

Series 7

Date: 8/17/1993

Current Firm

HACKETT ROBERTSON TOBE GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HACKETT ROBERTSON TOBE GROUP

TRUST BUT VERIFY

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