RH
Robert B. Hanna
EASTSOUND CAPITAL ADVISORS
Medfield, MA 02052
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CRD#: 2300938
RH
Professional summary
Robert Bruce Hanna is a registered financial advisor currently at EASTSOUND CAPITAL ADVISORS, LLC located in Medfield, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Robert has worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Mr. Hanna is sole owner of Quantifiable Edges, LLC. Quantifiable Edges focuses on quantitative research and develops strategies through research done at Quantifiable Edges. Mr. Hanna spends approximately 25 hours a week researching and writing for Quantifiable Edges
Mr. Hanna is owner of Hanna Capital Management, LLC(HCM). HCM is a holding company that provides administrative payment processing services. Mr. Hanna spends approximately 1 hour a week during non-market hours on this endeavor.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Bruce Hanna's 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®
NoneExperience
Current
January 7, 2020 - Present
EASTSOUND CAPITAL ADVISORS, LLC
Office #1: 10 Boyden Road, Medfield, MA 02052RIA
CRD#: 160180
Medfield, MA
Past
October 13, 1994 - December 16, 1994
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Past
December 7, 1992 - October 5, 1994
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
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".
EC
EASTSOUND CAPITAL ADVISORS, LLC
ADVISORS 360 | WESTERN FINANCIAL | PRIMROSE HILL CAPITAL | MAPLE PARK MANAGEMENT, LLC | HANNA CAPITAL MANAGEMENT, LLC | EASTSOUND CAPITAL ADVISORS, LLC | CAPITAL ADVISORS 360, LLC | CAPITAL ADVISORS 360
CRD#: 160180 / SEC#: 801-129635
RIA
Registered Investment Advisory firm - (3/8/2024 Approved)California
Registered Investment Advisory firm - (4/24/2024 Terminated)Colorado
Registered Investment Advisory firm - (3/27/2024 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (3/25/2024 Terminated)Michigan
Registered Investment Advisory firm - (2/23/2023 Terminated)Texas
Registered Investment Advisory firm - (3/25/2024 Terminated)Washington
Registered Investment Advisory firm - (4/25/2024 Terminated)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
Massachusetts(9/8/2020)
IAR
Texas(1/7/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
EC
EASTSOUND CAPITAL ADVISORS, LLC
ADVISORS 360 | WESTERN FINANCIAL | PRIMROSE HILL CAPITAL | MAPLE PARK MANAGEMENT, LLC | HANNA CAPITAL MANAGEMENT, LLC | EASTSOUND CAPITAL ADVISORS, LLC | CAPITAL ADVISORS 360, LLC | CAPITAL ADVISORS 360
CRD#: 160180 / SEC#: 801-129635
RIA
Registered Investment Advisory firm - (3/8/2024 Approved)California
Registered Investment Advisory firm - (4/24/2024 Terminated)Colorado
Registered Investment Advisory firm - (3/27/2024 Terminated)Louisiana
Registered Investment Advisory firm - (3/28/2024 Terminated)Massachusetts
Registered Investment Advisory firm - (3/25/2024 Terminated)Michigan
Registered Investment Advisory firm - (2/23/2023 Terminated)Texas
Registered Investment Advisory firm - (3/25/2024 Terminated)Washington
Registered Investment Advisory firm - (4/25/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Eastsound, WA
Mailing Address
Phone number
(360) 317-4688
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 450 |
| AUM (Assets Under Management) | $ 167,704,000 |
Red Flags
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Company Information
EASTSOUND CAPITAL ADVISORS, LLC
CRD#: 160180Medfield, MA 02052TRUST BUT VERIFY
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