AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Robert Hamilton Hannan JR

Robert H. Hannan

THE BALDWIN GROUP WEALTH ADVISORS
BETHESDA, MD 20817
Some features on this profile are disabled
CRD#: 4712542
Robert Hamilton Hannan JR

Professional summary

Robert Hamilton Hannan JR, CFP®, who also goes by Rob Hamilton Hannan Jr., Robbie Hamilton Hannan Jr., is a registered financial advisor currently at THE BALDWIN GROUP WEALTH ADVISORS, LLC located in Bethesda, Maryland and LASALLE ST SECURITIES, L.L.C. located in Bethesda, Maryland.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Robert has worked at 6 firms and has passed the Series 65, Series 63, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rob Hamilton Hannan Jr. | Robbie Hamilton Hannan 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 Robert Hamilton Hannan JR'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

Start date: 2021

Experience

Current

October 14, 2024 - Present

THE BALDWIN GROUP WEALTH ADVISORS, LLC

Office #1: 6720-b Rockledge Drive Suite 400, Bethesda, MD 20817
RIA
CRD#: 312284
BETHESDA, MD
Current

February 23, 2026 - Present

LASALLE ST SECURITIES, L.L.C.

Office #1: 6720b Rockledge Dr. Suite 400, Bethesda, MD 20817
BD
CRD#: 7191
Bethesda, MD
Past

March 29, 2016 - February 2, 2026

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
BETHESDA, MD
Past

February 26, 2016 - October 5, 2024

THE CAPITAL GROUP INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 169727
BETHESDA, MD
Past

May 24, 2011 - February 22, 2016

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
BETHESDA, MD
Past

May 10, 2004 - February 24, 2016

NYLIFE SECURITIES LLC

BD
CRD#: 5167
BETHESDA, MD

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".
TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA
Registered Investment Advisory firm - (2/26/2021 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(2/23/2026)
RR
California
(2/23/2026)
RR
Colorado
(2/23/2026)
RR
Delaware
(2/23/2026)
IAR
District of Columbia
(7/3/2025)
RR
District of Columbia
(2/23/2026)
RR
Kentucky
(2/23/2026)
IAR
Maryland
(10/15/2024)
RR
New York
(2/23/2026)
RR
Oregon
(2/23/2026)
RR
Pennsylvania
(2/23/2026)
RR
South Carolina
(2/23/2026)
RR
Texas
(2/23/2026)
IAR
Virginia
(10/14/2024)
RR
Washington
(2/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/26/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/8/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/23/2026
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/28/2014
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/7/2004
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

TB
THE BALDWIN GROUP WEALTH ADVISORS, LLC
BURNHAM GIBSON WEALTH ADVISORS, LLC | THE BALDWIN GROUP WEALTH ADVISORS, LLC | THE BALDWIN GROUP

CRD#: 312284 / SEC#: 801-120404

RIA
Registered Investment Advisory firm - (2/26/2021 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4211 W. Boy Scout Blvd. Suite 800, Tampa, FL 33607
Mailing Address
Phone number
(813) 934-2743
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (34 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE BALDWIN GROUP WEALTH ADVISORS, LLC ADV P2A 03.26.2025 (4/9/2025)

Regulatory assets under management

Total Number of Accounts2,356
AUM (Assets Under Management)$ 21,043,141,324

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

THE BALDWIN GROUP WEALTH ADVISORS, LLC

CRD#: 312284Bethesda, MD 20817

TRUST BUT VERIFY

Monitor Robert Hannan

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Raylonte Marqui Roach
Raylonte RoachAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
BETHESDA, MD
Eric Duranta Bailey
Eric BaileyAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
SILVER SPRING, MD
Eric Josef Schaefer
Eric SchaeferAdvisorCheck Check Mark
EVERMAY WEALTH MANAGEMENT, LLC
IAR
ARLINGTON, VA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.