Robert H. Hannan
THE BALDWIN GROUP WEALTH ADVISORS
BETHESDA, MD 20817
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CRD#: 4712542
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 PURSHE KAPLAN STERLING INVESTMENTS 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 5 firms and has passed the Series 65, Series 63, 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.
1. Purshe Kaplan Sterling Investments-Broker Dealer Investment Related New York Registered Representative 02/2016 20 Hours monthly during trading hours 2. The Baldwin Group - Insurance Brokerage Florida Investment related 02/2021 80 hours monthly during trading hours Individual and group insurance 3. BabyCat Brewing-Brewery Non-Investment related Maryland Investor 09/2022 Five hours monthly during non-trading hours 4. KCJA Inc. Holding Company Non-investment related Maryland Shareholder 08/2021 Five hours monthly during non trading hours Holding company for shares issued as part of firm acquisition 4. The Baldwin Group Wealth Advisors, LLC. Investment Related. At Registered Location. RIA. Financial Advisor. Start Date: 10/2024. 160 hrs/ month; 8 during trading hours. I am an investment advisor representative (IAR) offering investment advisory services under The Baldwin Group Wealth Advisors, LLC (The Baldwin Group) a registered investment advisor and indirect subsidiary of The Baldwin Group Financial Services Holdings, LLC and The Baldwin Insurance Group Inc.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Hamilton Hannan JR'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®
CFP®
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 20817RIA
CRD#: 312284
BETHESDA, MD
Current
March 29, 2016 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 6270-b Rockledge Drive Suite 400, Bethesda, MD 20817BD
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(10/12/2023)
RR
California(10/12/2023)
RR
Colorado(10/12/2023)
RR
Delaware(10/12/2023)
RR
District of Columbia(3/30/2016)
IAR
District of Columbia(7/3/2025)
RR
Florida(5/13/2016)
RR
Kentucky(10/12/2023)
RR
Maryland(6/6/2016)
IAR
Maryland(10/15/2024)
RR
New York(10/12/2023)
RR
Oregon(10/12/2023)
RR
Pennsylvania(10/12/2023)
RR
South Carolina(10/12/2023)
RR
Texas(10/12/2023)
RR
Virginia(6/13/2016)
IAR
Virginia(10/14/2024)
RR
Washington(10/12/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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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 (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,356 |
| AUM (Assets Under Management) | $ 21,043,141,324 |
Red Flags
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