Robert Timothy Holdcroft

Employer firm

Three Cord True Wealth Management, LLC CRD 307480

$318M regulatory AUM 44 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2013 → 07/2018
  The Ayco Company, L.P./Mercer Allied
  Washington, DC
• 07/2018 → 06/2021
  Voya Financial Advisors, Inc.
  Wexford, PA
• 06/2021 → 07/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 06/2023 → 07/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2024 → Present
  Lpl Financial, Llc
  Beaver, PA
• 07/2018 → 07/2024
  Rosenthal Wealth Management
  Manassass, VA
• 07/2024 → Present
  Three Cord True Wealth Management, Llc
  Beaver, PA

Previous Registrations

• 2023-06-29 → 2024-08-01
  Cetera Investment Advisers Llc
  Wexford, PA
  Manassas, VA
  Stafford, VA
• 2021-06-09 → 2023-06-29
  Cetera Wealth Services, Llc
  Toledo, OH
  Vienna, VA
  Manassas, VA
  Stafford, VA
  Baltimore, MD
  Wexford, PA
• 2018-07-18 → 2021-06-09
  Voya Financial Advisors, Inc.
  Baltimore, MD
  Manassas, VA
  Toledo, OH
  Stafford, VA
  Vienna, VA
  Manassas, VA
  Windsor, CT
  Wexford, PA
• 2014-06-06 → 2018-07-11
  Goldman Sachs Wealth Services, L.P.
  Canonsburg, PA
  Washington, DC

Other Businesses

1. 06/28/2024- Three Cord True Wealth Management, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 06/28/2024- Holdcroft Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 06/28/2024- Robert Holdcroft NVI- Non-Variable Insurance- PA 15009- 160 hrs per mnth- 8 hrs during trading- Start Date 06/10/2024 4. 07/24/2024 - Three Cord True Wealth Management, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/21/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 02/21/2025 - Marshall Heights Homeowners Association - Non-Profit Board Member - Not Investment Related - Home Based - Start Date 10/01/2024 - 1 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2014-06-02
• S63 Uniform Securities Agent State Law Examination
  2012-07-18