Robert Hollmann, financial advisor Bay Shore NY
93 score

Robert Hollmann

CRD Number: 1932445
Current Firm: Private Advisor Group, LLC

Robert Hollmann (CRD# 1932445) is an Investment Advisor Representative working at Private Advisor Group, LLC in Bay Shore, NY and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC New York, NY Mar 2014 - Current 2
Private Advisor Group, LLC Morristown, NJ Mar 2014 - Current 2
Timecapital Securities Corporation Port Jefferson Station, NY Oct 2007 - Mar 2014 6
R. Hollmann Wealth Management, Inc. E. Setaket, NY Apr 2005 - Mar 2014 8
Purshe Kaplan Sterling Investments Albany, NY Jun 2005 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1989
Contact Info for Robert F. Hollmann
Phone Number: 973-538-7010
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    10,642
    MILLIONS
  • Total Number of Accounts
    48,558
    ACCOUNTS
  • Average Account Value
    $219,167
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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