Robert Francis Hollmann

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 10/2016
  Lpl Financial Llc
  New York, NY
• 03/2014 → 10/2016
  Private Advisor Group, Llc
  Morristown, NJ
• 10/2016 → 11/2016
  Wells Fargo Advisors, Llc
  New York, NY
• 11/2016 → 08/2020
  Wells Fargo Clearing Services, Llc
  New York, NY
• 08/2020 → Present
  Kestra Investment Services, Llc
  Stamford, CT
• 08/2020 → Present
  Kestra Advisory Services, Llc
  Stamford, CT

Previous Registrations

• 2016-12-07 → 2020-09-10
  Wells Fargo Clearing Services, Llc
  New York, NY
  New York, NY
  New York, NY
• 2014-04-01 → 2016-10-25
  Private Advisor Group, Llc
  Bayshore, NY
  Morristown, NJ
  Bridgehampton, NY

Other Businesses

Name: Kestra advisory services LLC Investment Related: Yes Address: 5707 southwest pkwy, BLDG 2, suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: financial advisor Start Date: 8/28/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: invest advice Name; KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/28/2020 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: IVORY WEALTH MANAGEMENT POSITION: Registered Rep NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 07/21/2025 ADDRESS: 124 Westerbrook Road., SUITE 202, Essesx CT 06426, United States DESCRIPTION: Registered Rep Name: ROBERT HOLLMANN POSITION: Consultant NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 08/04/2026 ADDRESS: Mercor, 181 fremont Street, Sanfrancisco CA 94105, United States DESCRIPTION: My work is a writer, that reviews and evaluates the quality of there AI responses that are sent to me.I review there process, ciritique and help make better and more udeful for end users of AI. I will only work on this after market hours (after 5pm) and on weekends. Estimated time per week is 3-7 hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-17
• S63 Uniform Securities Agent State Law Examination
  1989-03-23

Designations

• Certified Financial Planner

Other Names

• Robert Francis Hollmann
• Robert F Hollmann