CK
Chadrick Kennedy
HACKETT ROBERTSON TOBE GROUP
NEW ORLEANS, LA 70122
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CRD#: 4695283
CK
Professional summary
Chadrick Kennedy, who also goes by Chad Kennedy, is a registered financial advisor currently at HACKETT ROBERTSON TOBE GROUP located in New Orleans, Louisiana.
Chadrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Chadrick has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chad Kennedy
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.
1. Insurance Broker: Life, Annuities, LTC, DI 5917 Jones Creek Rd. Ste. 200E Baton Rouge, LA 70187, 5/21/2018, 100 hrs month, 5 hrs trading. 2. CK8FINANCIAL DBA HEALTH & WEALTH CONSULTANTS POSITION: President NATURE: 1) CK8FINANCIAL LLC DBA HEALTH & WEALTH CONSULTANTS,OWNER/PRESIDENT, EMPLOYEE BENEFITS BROKERAGE & CONSULTING, START 3/2014, 60 HRS/MO. INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 24 START DATE: 07/01/2004 ADDRESS: 701 Loyola Ave, Suite 105, New Orleans LA 70113, United States DESCRIPTION: I market and service group insurance benefits for employers. 3. CK8 FINANCIAL LLC POSITION: President NATURE: Insurance Agency INVESTMENT RELATED: No NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2013 ADDRESS: 701 Loyola Ave, New Orleans LA 70113, United States DESCRIPTION: I market and sell individual fixed insurance products. 4. HOWARD UNIVERSITY ALUMNI ASSOCIATION OF LOUISIANA POSITION: President NATURE: Local College Alumni Association INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2018 ADDRESS: 2400 6th St NW, Washington DC 20059, United States DESCRIPTION: I lead the team responsible for representing the University amongst constituents in Louisiana.
CRS (Client Relationship Summary) - RIA
Click below to view Chadrick Kennedy'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
December 19, 2024 - Present
HACKETT ROBERTSON TOBE GROUP
Office #1: 2021 Lakeshore Drive Suite 200, New Orleans, LA 70122RIA
CRD#: 304638
NEW ORLEANS, LA
Past
November 2, 2018 - March 2, 2021
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BATON ROUGE, LA
Past
November 2, 2018 - March 2, 2021
OSAIC WEALTH, INC.
BD
CRD#: 23131
BATON ROUGE, LA
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
BATON ROUGE, LA
Past
May 13, 2016 - November 2, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BATON ROUGE, LA
Past
January 8, 2016 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
BATON ROUGE, LA
Past
January 8, 2016 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BATON ROUGE, LA
Past
May 6, 2013 - December 31, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
BATON ROUGE, LA
Past
April 29, 2013 - December 31, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
BATON ROUGE, LA
Past
July 1, 2004 - January 9, 2013
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
BATON ROUGE, LA
Past
August 26, 2003 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
METAIRIE, LA
Past
August 26, 2003 - January 9, 2013
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
BATON ROUGE, 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".
HR
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(12/19/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HR
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)Upgrade to AdvisorCheck Premium
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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
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 105 |
| AUM (Assets Under Management) | $ 380,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HACKETT ROBERTSON TOBE GROUP
CRD#: 304638New Orleans, LA 70122TRUST BUT VERIFY
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