Robert A. Hawke

SYMMETRY PARTNERS

Glastonbury, CT 06033

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CRD#: 5488926

Professional summary

Robert A Hawke III, who also goes by Robert Hawke, is a registered financial advisor currently at SYMMETRY PARTNERS located in Glastonbury, Connecticut.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Robert has worked at 3 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Hawke

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 A Hawke III'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®

None

Experience

Current

May 13, 2019 - Present

SYMMETRY PARTNERS

Office #1: 151 National Drive, Glastonbury, CT 06033

RIA

CRD#: 120982

Glastonbury, CT

Past

September 12, 2012 - April 29, 2019

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

NEEDHAM, MA

Past

March 11, 2009 - January 12, 2012

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

BOSTON, MA

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".

SYMMETRY PARTNERS

CRD#: 120982 / SEC#: 801-61342

RIA

Registered Investment Advisory firm - (7/26/2002 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

Connecticut
(5/21/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/6/2012

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 3/10/2009

General Securities Representative Examination

Current Firm

SYMMETRY PARTNERS

CRD#: 120982 / SEC#: 801-61342

RIA

Registered Investment Advisory firm - (7/26/2002 Approved)

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Contact information

Main Address

151 National Drive, Glastonbury, CT 06033

Mailing Address

Phone number

(860) 734-2000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SYMMETRY PARTNERS, LLC FORM ADV PART 2 3/23 (9/8/2025)

Regulatory assets under management

Total Number of Accounts	13,224
AUM (Assets Under Management)	$ 5,718,728,103

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.

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Robert A. Hawke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert A Hawke III's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYMMETRY PARTNERS

BEAUMONT FINANCIAL PARTNERS LLC

NATIONAL FINANCIAL SERVICES LLC

Primary Firm SEC Registration

SYMMETRY PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2012

Series 7

Date: 3/10/2009

Current Firm

SYMMETRY PARTNERS

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYMMETRY PARTNERS

TRUST BUT VERIFY

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