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Hannah Reed Tucker

Stokes Family Office LLC

New Orleans, LA

CRD 7562236

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Employer firm

Stokes Family Office LLC CRD 300899

$3.35B regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Stokes Family Office Llc

1100 Poydras St Ste. 2775, New Orleans, LA 70163 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-01-05
TX RA APPROVED 2026-01-05
  • LA RA
    APPROVED
    Since 2026-01-05
  • TX RA
    APPROVED
    Since 2026-01-05

Branch Locations

1100 Poydras St Ste. 2775, New Orleans, LA 70163 • 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
Montz Harcus Wealth Management New Orleans LA 01/2022 12/2025
Montz Harcus Wealth Management Llc New Orleans LA 01/2022 12/2025
Hazelnut Boutique New Orleans LA 11/2021 01/2022
Bkd Cpas & Advisors Austin TX 01/2021 08/2021
The Swank Company Boutique Augusta GA 05/2020 01/2021
University Of Georgia Athens GA 08/2016 05/2020
Stokes Family Office, Llc New Orleans LA 01/2026 Present
  • 01/2022 → 12/2025
    New Orleans, LA
  • 01/2022 → 12/2025
    Montz Harcus Wealth Management Llc
    New Orleans, LA
  • 11/2021 → 01/2022
    Hazelnut Boutique
    New Orleans, LA
  • 01/2021 → 08/2021
    Bkd Cpas & Advisors
    Austin, TX
  • 05/2020 → 01/2021
    The Swank Company Boutique
    Augusta, GA
  • 08/2016 → 05/2020
    University Of Georgia
    Athens, GA
  • 01/2026 → Present
    New Orleans, LA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23
Designations
  • Certified Financial Planner
Other Names
  • Hannah Jordan Reed

View on SEC IAPD

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