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Richard Conrad Hebert

Hebert Investment Advisors, Inc.

New Smyrna Beach, FL

CRD 5240854

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Employer firm

Hebert Investment Advisors, Inc. CRD 141934

$37.0M regulatory AUM 30 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Hebert Investment Advisors, Inc.

New Smyrna Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

New Smyrna Beach, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hebert Investment Advisors, Inc. Port Orange FL 11/2003 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-09-02
  • S65 Uniform Investment Adviser Law Examination
    2004-09-02

View on SEC IAPD

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