Robert HoldcroftCRD 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 5 years of experience in the finance industry.
Mcmahon Financial Advisors, LLC
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|The Ayco Company, L.p./mercer Allied||Canonsburg, PA||Jan 2013 - Current||5|
|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|
Total Assets Under Management27,267MILLIONS
Total Number of Accounts46,300ACCOUNTS
Average Account Value$588,929
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- 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
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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