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AA

Alexander H. Antrum

HACKETT ROBERTSON TOBE GROUP
NEW ORLEANS, LA 70122
Some features on this profile are disabled
CRD#: 7476075
AA

Professional summary

Alexander Hackett Antrum is a registered financial advisor currently at HACKETT ROBERTSON TOBE GROUP located in New Orleans, Louisiana.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Alexander has worked at 1 firm and has passed the Series 65 and Series 50 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

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) - RIA

Click below to view Alexander Hackett Antrum'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

January 12, 2022 - Present

HACKETT ROBERTSON TOBE GROUP

Office #1: 2021 Lakeshore Drive Suite 200, New Orleans, LA 70122
RIA
CRD#: 304638
NEW ORLEANS, 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
(1/12/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/12/2022
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 50
Date: 10/17/2025
Municipal Advisor Representative Qualification 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)
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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)

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

FORM ADV PART 2A (5/16/2025)
ADV PART 2A-THE HACKETT ROBERTSON TOBE GROUP (5/16/2025)

Regulatory assets under management

Total Number of Accounts105
AUM (Assets Under Management)$ 380,000,000

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

HACKETT ROBERTSON TOBE GROUP

CRD#: 304638New Orleans, LA 70122

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