Robert J. Kahne

BENJAMIN F. EDWARDS & COMPANY

Sarasota, FL 34236

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CRD#: 1387533

Professional summary

Robert Jay Kahne, who also goes by Bob Kahne, is a registered financial advisor currently at BENJAMIN F. EDWARDS & COMPANY, INC. located in Sarasota, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Robert has worked at 5 firms and has passed the Series 63, SIE, Series 15 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Kahne

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.

1. 100% OWNERSHIP - DOWNTOWN PROPERTIES, 4749 CHARING CROSS ROAD, SARASOTA, FL 34241. THE TYPE OF BUSINESS IS TO BUY A CONDO. WORKS 5 HOURS PER MONTH AND 0 DURING SECURITIES TRADING HOURS. 2. OWNER; MONTHLY RENTAL; 0 HOURS AFTER BUSINESS AND DURING TRADING 3. Trustee for parent; start date 5/30/2024; investment-related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jay Kahne's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Robert Jay Kahne'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

April 24, 2015 - Present

BENJAMIN F. EDWARDS & COMPANY, INC.

Office #1: 101 S. Palm Ave., Sarasota, FL 34236

RIA

CRD#: 146936

Sarasota, FL

Current

April 24, 2015 - Present

BENJAMIN F. EDWARDS & COMPANY, INC.

Office #1: 101 S. Palm Ave., Sarasota, FL 34236

RIA

CRD#: 146936

Sarasota, FL

Past

June 1, 2009 - April 30, 2015

MORGAN STANLEY

RIA

CRD#: 149777

SARASOTA, FL

Past

June 1, 2009 - April 30, 2015

MORGAN STANLEY

CRD#: 149777

SARASOTA, FL

Past

October 16, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SARASOTA, FL

Past

October 13, 2006 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SARASOTA, FL

Past

July 18, 1994 - October 17, 2006

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

SARASOTA, FL

Past

March 27, 1991 - September 16, 1991

LINCOLN INVESTMENT

CRD#: 519

FORT WASHINGTON, PA

Past

July 23, 1985 - October 17, 2006

A. G. EDWARDS & SONS, INC.

CRD#: 4

SARASOTA, FL

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".

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936 / SEC#: 801-71421, 8-68023

RIA

Registered Investment Advisory firm - SEC (5/6/2010 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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.

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

Alabama
(3/17/2021)

Alaska
(5/7/2024)

Arizona
(4/24/2015)

California
(4/24/2015)

Colorado
(4/24/2015)

Connecticut
(4/24/2015)

Delaware
(5/15/2015)

District of Columbia
(6/7/2021)

Florida
(4/24/2015)

IAR

Florida
(4/27/2015)

Georgia
(4/24/2015)

Hawaii
(4/30/2015)

Idaho
(6/23/2025)

Illinois
(4/24/2015)

Indiana
(5/1/2015)

Iowa
(4/24/2015)

Kansas
(4/24/2015)

Kentucky
(1/4/2018)

Louisiana
(7/3/2018)

Maine
(4/24/2015)

Maryland
(4/24/2015)

Massachusetts
(4/24/2015)

Michigan
(4/24/2015)

Minnesota
(5/1/2015)

Mississippi
(4/24/2015)

Missouri
(4/24/2015)

Montana
(7/22/2020)

Nevada
(8/28/2018)

New Hampshire
(3/10/2022)

New Jersey
(4/24/2015)

New Mexico
(4/24/2015)

New York
(4/24/2015)

North Carolina
(4/24/2015)

Ohio
(4/24/2015)

Oklahoma
(2/28/2019)

Oregon
(4/24/2015)

Pennsylvania
(4/24/2015)

Rhode Island
(9/12/2022)

South Carolina
(5/5/2015)

Tennessee
(4/24/2015)

Texas
(4/24/2015)

IAR

Texas
(4/24/2015)

Utah
(8/29/2024)

Vermont
(4/24/2015)

Virginia
(4/24/2015)

Washington
(5/6/2015)

West Virginia
(4/24/2015)

Wisconsin
(4/24/2015)

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

State Security Law Exam

Series 63

Date: 8/7/1985

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 15

Date: 10/15/1985

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 7/20/1985

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BENJAMIN F. EDWARDS & COMPANY, INC.

CRD#: 146936 / SEC#: 801-71421, 8-68023

RIA

Registered Investment Advisory firm - SEC (5/6/2010 Approved)

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

One North Brentwood Blvd, Suite 850 Suite 850, St. Louis, MO 63105

Mailing Address

One North Brentwood Blvd, Suite 850, St. Louis, MO 63105

Phone number

(314) 726-1600

Established

Missouri since 08/19/2008

Firm type

Corporation

Fiscal year end

December

Firm Size

Large

# of Employees

736

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

WRAP PROGRAM (8/18/2025)

FIRM BROCHURE (8/18/2025)

Direct owners and executive officers

Name	Position	CRD#
BENJAMIN EDWARDS, INC.	OWNER
BAUMANN, NEAL JAMES	DIRECTOR/REGIONAL DIRECTOR	1480636
BRANDSTADT, TODD HEINRICH	DIRECTOR/DIRECTOR OF BRANCHES	2631699
DELINIERE, ROLAND HAROLD	DIRECTOR/REGIONAL DIRECTOR	1038322
EDWARDS, BENJAMIN FRANKLIN	DIRECTOR/ASSISTANT DIRECTOR OF BRANCHES	6670972
EDWARDS, BENJAMIN FRANKLIN IV	CHAIRMAN/CHIEF EXECUTIVE OFFICER, PRESIDENT	1061490
FELLOWS, MARK PATTERSON	DIRECTOR/REGIONAL DIRECTOR	1600661
HANSON, DAVID WILLIAM	DIRECTOR	715793
KELLER, CHRISTOPHER M	DIRECTOR/DIRECTOR OF OPERATIONS, TECHNOLOGY & ANALYTICS	4346617
MARTIN, THOMAS HAYDEN JR	DIRECTOR/CHIEF FINANCIAL OFFICER	1459719
MUCKLER, MATTHEW PAUL	CHIEF COMPLIANCE OFFICER, ADVISORY	4762147
RUBENSTEIN, DOUGLAS DAVID	DIRECTOR/COO AND DIRECTOR OF CAPITAL MARKETS	1138380
SALAMON, MATTHEW R	DIRECTOR/CORPORATE SECRETARY & DIRECTOR OF LAW & LEGAL SERVICES, CHIEF COUNSEL	1858581
STEVENS, KATELYN CLARE	CHIEF COMPLIANCE OFFICER, BROKERAGE	5752247
WELKER, JOANNE MARIE	DIRECTOR/MANAGER ADVISORY SERVICES	2300075
WHITING, CHRISTOPHER MARK	DIRECTOR OF FINANCIAL STRATEGIES GROUP	2242513
WISDOM, BILLY JOE	DIRECTOR/DIRECTOR OF REGULATORY & OVERSIGHT SERVICES	1810908

Regulatory assets under management

Total Number of Accounts	49,475
AUM (Assets Under Management)	$ 15,656,482,908

Disclosures

Regulatory Event

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
01/23/2025	Cover Page	Report
12/20/2023	Cover Page	Report
10/28/2022	Cover Page	Report

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.

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Firm Stability Insights

Robert J. Kahne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Jay Kahne's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Robert Jay Kahne's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENJAMIN F. EDWARDS & COMPANY, INC.

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

A. G. EDWARDS & SONS, INC.

LINCOLN INVESTMENT

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

BENJAMIN F. EDWARDS & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/7/1985

SIE

Date: 10/1/2018

Series 15

Date: 10/15/1985

Series 7

Date: 7/20/1985

FINRA

Current Firm

BENJAMIN F. EDWARDS & COMPANY, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Accountant surprise examination report

Red Flags

Company Information

BENJAMIN F. EDWARDS & COMPANY, INC.

TRUST BUT VERIFY

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