AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
RA

Robert T. Armstrong

KESTRA ADVISORY SERVICES
Troy, MI 48083
Some features on this profile are disabled
CRD#: 1269827
RA

Professional summary


Robert Thomas Armstrong JR, who also goes by Robert T Armstrong, Tom Armstrong, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Troy, Michigan and KESTRA INVESTMENT SERVICES, LLC located in Troy, Michigan.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 24, Series 8 and Series 4 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Robert T Armstrong | Tom Armstrong

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Robert Thomas Armstrong JR's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 23, 2017 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 200 E Big Beaver Ste 102, Troy, MI 48083
RIA
CRD#: 283330
Troy, MI
Current

August 23, 2017 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 200 E. Big Beaver, Troy, MI 48083
BD
CRD#: 42046
Troy, MI
Past

August 13, 2010 - August 25, 2017

WFG ADVISORS, LP

RIA
CRD#: 125073
TROY, MI
Past

August 13, 2010 - August 25, 2017

WFG INVESTMENTS, INC.

BD
CRD#: 22704
TROY, MI
Past

April 5, 2010 - August 19, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TROY, MI
Past

October 5, 2009 - August 19, 2010

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TROY, MI
Past

July 16, 1990 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
TROY, MI
Past

October 11, 1985 - July 3, 1990

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

June 8, 1984 - September 20, 1985

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
Past

June 8, 1984 - September 20, 1985

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arkansas
(6/17/2025)
RR
Florida
(8/23/2017)
RR
Michigan
(8/23/2017)
IAR
Michigan
(8/23/2017)
RR
Ohio
(8/23/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/24/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 7/19/2006
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 7/16/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA
Registered Investment Advisory firm - (12/31/1998 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)

Regulatory assets under management


Total Number of Accounts155,482
AUM (Assets Under Management)$ 60,174,309,829

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
12/01/2025
Cover Page
12/23/2024
10/20/2023

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Troy, MI 48083

TRUST BUT VERIFY

Monitor Robert Armstrong

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Jack Anthony Jerzewski
Jack JerzewskiAdvisorCheck Check Mark
LPL ENTERPRISE, LLC
IAR
RR
TROY, MI
Lyndon L Davis
Lyndon DavisAdvisorCheck Check Mark
LIGHTSQUARE WEALTH MANAGEMENT, LLC
IAR
Farmington Hills, MI
Michael Haven Delap
Michael DelapAdvisorCheck Check Mark
OSAIC WEALTH, INC.
PR
SCOTTSDALE, AZ
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.