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RH

Robert W. Hagler

Some features on this profile are disabled
CRD#: 4537936
RH

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Robert Walker Hagler was a registered financial professional .

Robert is a previously registered financial professional and started their career in finance in 2002. Robert had worked at 5 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

December 11, 2019 - October 16, 2025

NEW FORESTS INC.

RIA
CRD#: 165267
SAN FRANCISCO, CA
Past

July 10, 2017 - October 28, 2019

FORESTEDGE LLC

RIA
CRD#: 288637
ALEXANDRIA, VA
Past

December 3, 2007 - December 31, 2009

FORESTEDGE INTERNATIONAL LLC

RIA
CRD#: 144897
LEESBURG, VA
Past

October 11, 2006 - July 31, 2007

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

July 24, 2002 - September 19, 2005

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ

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".
NF
NEW FORESTS INC.
NEW FORESTS INC.

CRD#: 165267 / SEC#: 801-114546

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 5/30/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/20/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/18/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 7/23/2002
General Securities Representative Examination

Current Firm

NF
NEW FORESTS INC.
NEW FORESTS INC.

CRD#: 165267 / SEC#: 801-114546

RIA
Registered Investment Advisory firm - (1/28/2019 Approved)
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Contact information

Main Address
580 California Street Ste 1210, San Francisco, CA 94104
Mailing Address
580 California Street Ste 1210, San Francisco, CA 94104
Phone number
(415) 321-3300
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE 2025 (9/22/2025)
FORM ADV PART 2B BROCHURE 2025 (9/22/2025)

Regulatory assets under management

Total Number of Accounts4
AUM (Assets Under Management)$ 981,851,617

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
04/19/2025
Cover Page
Report
04/26/2024
Cover Page
Report

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
SECERA - Withdrawn12/7/2018
CaliforniaERA - Withdrawn12/7/2018

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.

Company Information

NEW FORESTS INC.

CRD#: 165267

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