RD
Robert D. Donnelly
KESTRA ADVISORY SERVICES
BEAVER, PA 15009
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CRD#: 2334219
RD
Professional summary
Robert D Donnelly is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Beaver, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Beaver, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. Robert has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: STONE POINT FINANCIAL SERVICES POSITION: Sales NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 132 START DATE: 04/11/2023 ADDRESS: 500 Market St, Suite 204B, Beaver PA 15009, United States DESCRIPTION: Meet clients, Do fact find, make necessary recommendations of financial products.
CRS (Client Relationship Summary) - RIA
Click below to view Robert D Donnelly's 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®
NoneExperience
Current
April 19, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 500 Market St Suite 204b, Beaver, PA 15009RIA
CRD#: 283330
BEAVER, PA
Current
April 22, 2010 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 500 Market St Ste 204b, Beaver, PA 15009BD
CRD#: 42046
Beaver, PA
Past
April 22, 2010 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SEWICKLEY, PA
Past
June 1, 2005 - April 27, 2010
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
BEAVER, PA
Past
June 1, 2005 - April 27, 2010
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
BEAVER, PA
Past
May 15, 2002 - December 2, 2003
TRUSTED SECURITIES ADVISORS CORP.
BD
CRD#: 24049
NEW YORK, NY
Past
March 24, 2000 - June 1, 2005
MONY SECURITIES CORPORATION
RIA
CRD#: 4386
BEAVER, PA
Past
April 20, 1993 - June 1, 2005
MONY SECURITIES CORPORATION
BD
CRD#: 4386
NEW YORK, NY
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
Arizona(11/9/2020)
RR
California(1/20/2017)
RR
Florida(4/22/2010)
RR
Georgia(9/25/2023)
RR
Indiana(1/12/2023)
RR
Kentucky(12/13/2023)
RR
Louisiana(10/28/2025)
RR
Maryland(9/5/2025)
RR
New Jersey(10/22/2021)
RR
North Carolina(4/22/2010)
RR
Ohio(4/22/2010)
RR
Oregon(4/22/2010)
RR
Pennsylvania(4/22/2010)
IAR
Pennsylvania(4/19/2016)
RR
South Carolina(4/3/2025)
RR
Virginia(1/20/2017)
RR
West Virginia(4/22/2010)
RR
Wisconsin(9/16/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product 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
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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)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Beaver, PA 15009TRUST BUT VERIFY
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