RH
CFP
RH
CFP
Robert Hannan is a CFP-designated registered investment advisor, based in Bethesda, MD, with 21 years of industry experience.
Location
6720-B Rockledge Drive, Suite 400, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2014Settled
Other Business ActivitiesSells Insurance
Robert is a registered representative with Purshe Kaplan Sterling Investments since 2016, dedicating about 10-20% of his time. He also works with The Baldwin Group as an insurance broker and financial advisor, spending about half his time on insurance and nearly full-time as a financial advisor. Robert is also an investor in BabyCat Brewing and a shareholder in KCJA Inc., spending minimal time on each.
Employment History
Current Registrations
Lasalle St Securities, L.L.C.Broker
February 2026 - Present · 3 mos
The Baldwin Group Wealth Advisors, LLC
October 2024 - Present · 1 yr 7 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
March 2016 - February 2026 · 9 yrs 11 mos
The Capital Group Investment Advisory Services, LLC
February 2016 - October 2024 · 8 yrs 8 mos
Eagle Strategies LLC
May 2011 - February 2016 · 4 yrs 9 mos
Nylife Securities LLCBroker
May 2004 - February 2016 · 11 yrs 9 mos
State Registrations15 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.