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RE

Robert H. Edelman

HILLWORTH BANK PARTNERS
Austin, TX 78731
Some features on this profile are disabled
CRD#: 1552554
RE

Professional summary

Robert H Edelman is a registered financial professional currently at HILLWORTH BANK PARTNERS located in Austin, Texas.

Robert is registered as a RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 4 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

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) - BD

Click below to view Robert H Edelman'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 21, 2026 - Present

HILLWORTH BANK PARTNERS

Office #1: 3307 Northland Drive Suite 300, Austin, TX 78731
BD
CRD#: 307454
Austin, TX
Past

August 28, 1995 - January 19, 2026

EDELMAN & CO., LTD.

BD
CRD#: 38840
BAYSIDE, WI
Past

September 4, 1990 - December 6, 1994

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

March 22, 1988 - September 4, 1990

BLUNT ELLIS & LOEWI INCORPORATED

BD
CRD#: 7580

State Registrations and Notice Filings

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

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
Florida
(4/21/2026)
RR
Texas
(4/21/2026)
RR
Wisconsin
(4/21/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/19/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/19/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/24/1995
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

HB
HILLWORTH BANK PARTNERS
HILLWORTH BANK PARTNERS | HILLWORTH SECURITIES, LLC

CRD#: 307454 / SEC#: , 8-70498

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
3307 Northland Drive, Suite 300, Austin, TX 78731
Mailing Address
3307 Northland Drive, Suite 300, Austin, TX 78731
Phone number
(512) 575-2266
Established
Delaware since 01/21/2020
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (17 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
HILLWORTH HOLDINGS, LLCMEMBER/OWNER
JOHNSON, KRISTY KAYFINOP/CFO4470948
LOCKE, ROBERT CLARKPRESIDENT/CCO4852411
MORTON, JOSEPH TANDYPRINCIPAL5292553

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

HILLWORTH BANK PARTNERS

CRD#: 307454Austin, TX 78731

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