Robert Holdcroft, financial advisor Canonsburg PA
90 score

Robert Holdcroft

CRD Number: 6066595
Current Firm: The Ayco Company,l.p.

Robert Holdcroft (CRD# 6066595) is an Investment Advisor Representative working at The Ayco Company,l.p. in Canonsburg, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
The Ayco Company, L.p./mercer Allied Canonsburg, PA Jan 2013 - Current 3
Ajilon/adecco Na Pittsburgh, PA Dec 2012 - Jan 2013 < 1
Ups Wexford, PA Nov 2012 - Jan 2013 < 1
Target Wexford, PA Nov 2012 - Dec 2012 < 1
Diamond Run Golf Course Sewickely, PA Jul 2012 - Nov 2012 < 1
Sagepoint Financial Oakmont, PA Jun 2012 - Jul 2012 < 1
Legend Financial Advisors, Inc. Pittsburgh, PA Apr 2010 - Jul 2012 2
Robert Morris University Moon Township, PA Aug 2008 - May 2012 3
Toftrees Golf Course State College, PA May 2009 - Aug 2009 < 1
Toftrees Golf Course State College, PA May 2008 - Aug 2008 < 1
Dick's Sporting Goods State College, PA May 2008 - Aug 2008 < 1
State College Area High School State College, PA Sep 2004 - Jun 2008 3
Toftrees Golf Course State College, PA May 2007 - Aug 2007 < 1
Toftrees Golf Course State College, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Robert T. Holdcroft
Phone Number: 518-886-4000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27,267
    MILLIONS
  • Total Number of Accounts
    46,300
    ACCOUNTS
  • Average Account Value
    $588,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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
90
Clean Record
This advisor has a clean track record with regulators.

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