Unclaimed Profile

Bernard Hawkins Robertson

THE HACKETT GROUP, LLC·NEW ORLEANS, Louisiana

SIE, Series 7, Series 66Clean record18 years registeredTHE HACKETT GROUP, LLC

2021 LAKESHORE DRIVE, NEW ORLEANS, LA 70122CRD# 4875947Firm CRD# 304638

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bernard Hawkins Robertson · NEW ORLEANS, LA

Registration

CRD #4875947 · THE HACKETT GROUP, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE HACKETT GROUP, LLC

HACKETT ROBERTSON TOBE GROUP

Sep 2019 – Dec 2025

NEW ORLEANS, LA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2014 – Aug 2019

NEW ORLEANS, LA

FFC CAPITAL MANAGEMENT

Feb 2013 – Jan 2014

NEW ORLEANS, LA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Aug 2008 – Feb 2013

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 15, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE HACKETT GROUP, LLC

CRD 304638 · SEC 801-117295

AUM

$505M

Regulatory assets under management

Employees

105 client accounts

Services offered by THE HACKETT GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE HACKETT GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Bernard Hawkins Robertson offer?

Bernard Hawkins Robertson specializes in Financial Planning, Investment Management.

What are Bernard Hawkins Robertson's credentials?

Bernard Hawkins Robertson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bernard Hawkins Robertson located?

Bernard Hawkins Robertson is based in NEW ORLEANS, Louisiana, last registered with THE HACKETT GROUP, LLC.

How does Bernard Hawkins Robertson charge for services?

Bernard Hawkins Robertson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE HACKETT GROUP, LLC?

THE HACKETT GROUP, LLC has approximately 3 employees and manages $505M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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