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RM

Robert E. Montavon

KESTRA ADVISORY SERVICES
Centerville, OH 45459
Some features on this profile are disabled
CRD#: 3226385
RM
Robert E. Montavon JRKESTRA ADVISORY SERVICES

Professional summary

Robert E. Montavon JR, who also goes by Bob Montavon, Robert Edmund Montavon Jr, Robert Montavon, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Centerville, Ohio and KESTRA INVESTMENT SERVICES, LLC located in Centerville, Ohio.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Robert has worked at 7 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 exams.

Aliases

Bob Montavon | Robert Edmund Montavon Jr | Robert Montavon

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.
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes #OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/03/2026 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: RESOLUTE WEALTH MANAGEMENT, LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/19/2009 ADDRESS: 860 E Franklin St, Suite A, Centerville OH 45459, United States DESCRIPTION: in addition to investment related activities I manage the business. Human Resources, Payroll, Property, etc...

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert E. Montavon 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 4, 2026 - Present

KESTRA ADVISORY SERVICES, LLC

Office #1: 860 E Franklin St Suite A, Centerville, OH 45459
RIA
CRD#: 283330
Centerville, OH
Current

August 4, 2026 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 860 E Franklin St Suite A, Centerville, OH 45459
BD
CRD#: 42046
Centerville, OH
Past

November 1, 2021 - August 4, 2026

NEWEDGE ADVISORS

RIA
CRD#: 171351
CENTERVILLE, OH
Past

November 25, 2009 - November 1, 2021

MID ATLANTIC FINANCIAL MANAGEMENT, INC.

RIA
CRD#: 109771
CENTERVILLE, OH
Past

November 25, 2009 - August 4, 2026

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
CENTERVILLE, OH
Past

October 29, 2002 - December 10, 2009

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
CENTERVILLE, OH
Past

April 5, 2002 - December 10, 2009

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
CENTERVILLE, OH
Past

July 7, 1999 - April 9, 2002

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
Colorado
(8/4/2026)
RR
Florida
(8/4/2026)
RR
Illinois
(8/4/2026)
RR
Indiana
(8/4/2026)
RR
Michigan
(8/4/2026)
RR
Ohio
(8/4/2026)
IAR
Ohio
(8/4/2026)
RR
Rhode Island
(8/4/2026)
RR
Tennessee
(8/4/2026)
RR
Texas
(8/4/2026)
IAR
Texas
(8/4/2026)
RR
Virginia
(8/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/24/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/7/1999
Uniform Securities Agent State Law 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: 7/5/1999
General Securities Representative Examination
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)
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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)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (11/24/2025)
KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN 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
Report
12/23/2024
Cover Page
Report
10/20/2023
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.

Company Information

KESTRA ADVISORY SERVICES, LLC

CRD#: 283330Centerville, OH 45459

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