Unclaimed Profile

Toni Hackett Antrum

THE HACKETT GROUP, LLC·NEW ORLEANS, Louisiana

Series 3, Series 7, Series 28, Series 50, Series 54, Series 63, Series 65, Series 6620 years registeredTHE HACKETT GROUP, LLC

2021 LAKESHORE DRIVE, NEW ORLEANS, LA 70122CRD# 1112742Firm CRD# 304638

Profile Verification

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

Identity

Toni Hackett Antrum · NEW ORLEANS, LA

Registration

CRD #1112742 · THE HACKETT GROUP, LLC · 20 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

Jun 2020 – Dec 2025

NEW ORLEANS, LA

WFG ADVISORS, LP

Feb 2010 – Sep 2010

NEW ORLEANS, LA

MORGAN KEEGAN & COMPANY, INC.

Feb 2008 – Feb 2009

NEW ORLEANS, LA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2005 – Feb 2008

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 28

Series 50

Series 54

Series 63

Series 65

Series 66

Registration record

First registered · October 12, 2005

Years registered · 20

Disclosure History

1996Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

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 Toni Hackett Antrum offer?

Toni Hackett Antrum specializes in Financial Planning, Investment Management.

What are Toni Hackett Antrum's credentials?

Toni Hackett Antrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Toni Hackett Antrum located?

Toni Hackett Antrum is based in NEW ORLEANS, Louisiana, last registered with THE HACKETT GROUP, LLC.

How does Toni Hackett Antrum charge for services?

Toni Hackett Antrum'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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