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Robert Hanna, portrait

Robert Hanna

Investment adviser representative at Eastsound Capital Advisors in Medfield, MA

Investment adviser registrationUpdated

Robert Hanna is an investment adviser representative at Eastsound Capital Advisors, LLC, an investment adviser managing $215M, and works from its Medfield, MA office. Robert Hanna has been registered through Eastsound Capital Advisors since 7 January 2020, has 6 years in the industry across 1 firm and has passed the Series 63, Series 6 and Series 65.

6
Years in industry
6
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Robert Hanna has been an investment adviser representative at Eastsound Capital Advisors since January 2020, and is not listed among the firm’s executive officers or direct owners. Robert Hanna studied at Boston College Carroll School of Management.

Eastsound Capital Advisors, LLC is a firm with $215M under management, 247 clients and 6 advisers across 6 offices, as of its June 2026 filing.

Rob Hanna is an investment adviser representative of Capital Advisors 360, based in Medfield, Massachusetts. He has been a full-time market professional since 2001. Before joining Capital Advisors 360, he managed his own private investment fund from 2001 to 2019. He also runs Quantifiable Edges, a quantitative market analysis letter.

  1. – present · 6 years
    Medfield, MA · Adviser representative · Firm CRD 160180

Credentials and registrations

Investment adviser representative registrations

Robert Hanna is registered as an investment adviser representative in 2 states. The first approvals date from January 2020; the most recent is Massachusetts, in September 2020.

  • MassachusettsSince 8 September 2020
  • TexasSince 7 January 2020

Examinations

Series 6512 November 2019
Name
Uniform Investment Adviser Law Examination
Series 633 December 1992
Name
Uniform Securities Agent State Law Examination
Series 63 December 1992
Name
Investment Company Products/Variable Contracts Representative Examination

Key facts

Full name
Robert Bruce Hanna
CRD
2300938
Firm
Eastsound Capital Advisors · CRD 160180
Office
10 Boyden Road, Medfield, MA 02052
Registration
Investment adviser registration
In the industry since
January 2020
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Robert Hanna work?

Robert Hanna is an investment adviser representative registered through Eastsound Capital Advisors, LLC since January 2020, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Robert Hanna a financial advisor?

Yes. Robert Hanna has a current investment-adviser registration in Massachusetts and Texas, through Eastsound Capital Advisors since January 2020.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Robert Hanna have?

Robert Hanna has 6 years in the financial industry, since January 2020, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Robert Hanna passed?

Robert Hanna has passed 3 licensing exams: the Series 63, Series 6 and Series 65. The earliest, the Series 63, was passed in December 1992.

Source: IAPD individual record, checked 22 October 2026

Where is Robert Hanna based?

Robert Hanna’s registered office is in Medfield, MA.

Source: IAPD individual record, checked 22 October 2026

Is Robert Hanna registered with FINRA?

No. Robert Hanna has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Robert Hanna’s record?

Search CRD 2300938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Hanna’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Eastsound Capital Advisors

Sources

  1. IAPD individual record, CRD 2300938, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Eastsound Capital Advisors, LLC, filed 10 June 2026. Executive officers and direct owners; this person is not among them.
  3. Eastsound Capital Advisors team page. Biography, education, credentials, awards and the portrait, reproduced for identification.