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

Robert Thomas Armstrong Jr

KESTRA ADVISORY SERVICES
Troy, MI
·CRD# 1269827·42 years experience

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,...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Robert T Armstrong, Tom Armstrong

Blog Corner

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
View profile
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

Years of Experience

42 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1. 200 E Big Beaver Ste 102, Troy, MI 480832. Royal Oak, MI3. Birmingham, MI
August 23, 2017 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
1. 200 E. Big Beaver, Troy, MI 480832. Royal Oak, MI
August 23, 2017 - Present
WFG ADVISORS, LP·CRD# 125073
RIA
Troy, MI
August 13, 2010 - August 25, 2017
WFG INVESTMENTS, INC.·CRD# 22704
BD
Troy, MI
August 13, 2010 - August 25, 2017
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Troy, MI
April 5, 2010 - August 19, 2010
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Troy, MI
October 5, 2009 - August 19, 2010
AMERIPRISE ADVISOR SERVICES, INC.·CRD# 5979
BD
Troy, MI
July 16, 1990 - October 5, 2009
A. G. EDWARDS & SONS, INC.·CRD# 4
BD
St. Louis, MO
October 11, 1985 - July 3, 1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES·CRD# 4039
BD
June 8, 1984 - September 20, 1985
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
June 8, 1984 - September 20, 1985

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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 - SEC (12/31/1998 Approved)

Contact Information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Phone Number

(844) 553-7872

# of Employees

1,359

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (9/22/2026)

Regulatory Assets Under Management

Total Number of Accounts

192,439

AUM (Assets Under Management)

$79,798,091,767

Accountant Surprise Examination Report

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

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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.

Business Name: Bonnell Foundation Road Map to CF Investment Related: No Address: PO Box 1215 Royal Oak MI 48068 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 8/1/2015 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Attend State of Michigan CF Task Force meetings, assist with fund raising events, vote on those seeking financial assistance and scholarships, all volunteer work Business Name: Kestra Advisory Services Investment Related: Yes Address: 5707 Southwest Parkway Bldg 2 Ste 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial Advisor Start Date: 8/21/2017 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: adhere to Kestra FINRA and SEC rules and regulations Business Name: KB Elliott Financial Advisors Investment Related: Yes Address: 200 E Big Beaver Troy MI 48083 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Financial advisor Start Date: 8/1/2017 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Advise and service clients. Prospect for new client relationships Adhere to Broker Dealer and Reg. Bodies compliance regulations Business Name: BONNELL FOUNDATION POSITION: Mentor NATURE: Foundation to help individuals and families affected by Cystic Fibrosis INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 08/19/2024 ADDRESS: PO Box 1215, Royal Oak MI 48068 DESCRIPTION: assisting, informing parents on what they can expect, with a child that has Cystic Fibrosis, How I handled the situations with my son. I will not be giving medical advice. I will inform them of the different agencies that can offer financial support, pharmaceutical support. Basically sharing the experiences I've in raising a child with Cystic Fibrosis. This is strictly volunteer work, no compensation.

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

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 - SEC (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
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)
RR
Pennsylvania
(4/22/2026)
RR
Vermont
(4/29/2026)
RR
Washington
(5/18/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Apr 2001About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1984About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Jul 2006About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Oct 1985About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Jun 1984About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Feb 1998About the Series 24 exam

Series 8 — General Securities Sales Supervisor Examination (Options Module & General Module)

Passed Jul 1993

Series 4 — Registered Options Principal Examination

Passed Apr 1993About the Series 4 exam
FINRA
SRO Registrations

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Similar Advisors

Jeffrey S. Perry
Jeffrey S. Perry

STRATEGIC ADVISERS LLC

WEST BLOOMFIELD, MI · CRD#
Jack Anthony Jerzewski
Jack Anthony Jerzewski

LPL ENTERPRISE, LLC

TROY, MI · CRD#
Lyndon L Davis
Lyndon L Davis

LIGHTSQUARE WEALTH MANAGEMENT, LLC

Farmington Hills, MI · CRD#
AM
Avery Tyrone Marsh

PFS INVESTMENTS INC.

TROY, MI · CRD#
RA
Follow Robert
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required