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Robert Bruce Hanna

Eastsound Capital Advisors, LLC

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About Robert Bruce Hanna

Robert Hanna is a financial advisor with Eastsound Capital Advisors, LLC. Robert has been in the financial services industry for over 25 years, providing financial advice to individuals, families, and businesses. Robert has a deep understanding of the markets and a strong track record of success. He is a Series 63 and Series 65 licensed investment advisor and has a strong understanding of the needs of his clients. Robert is a dedicated advisor who is committed to providing his clients with the best possible financial advice.

Firm Information

Robert Hanna is currently registered with Eastsound Capital Advisors, LLC. Eastsound Capital Advisors, LLC is a financial advisory firm based in Seattle, Washington. They offer a range of financial planning services to individuals, high-net-worth individuals, trusts, foundations, corporations, and other entities. Their services include financial planning, portfolio management, and educational seminars. They manage approximately $167.7 million in assets for 450 clients.

$167.70M

Assets Under Management

10

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Hanna’s Registration & Firm History

MA

01/07/2020 - Present

Eastsound Capital Advisors, LLC (Medfield MA)

NA

10/13/1994 - 12/16/1994

G. R. PHELPS & CO., INC.

NA

12/07/1992 - 10/05/1994

MML INVESTORS SERVICES, INC.

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Licenses & Designations

IA

Issued 11/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/03/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Bruce Hanna.
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