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Robert L Bush

KESTRA ADVISORY SERVICES
Marmora, NJ
·CRD# 36955·57 years experience

Professional Summary

Robert L Bush is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Marmora, New Jersey and KESTRA INVESTMENT SERVICES, LLC located in Marmora, New Jersey. Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1970. Robert has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

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

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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.

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Years of Experience

57 years in the financial services industry

Current & Past Employments

KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
1. 105 Roosevelt Boulevard, Marmora, NJ 082232. Hilton Head Island, SC
April 26, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
105 Roosevelt Boulevard Suite 200, Marmora, NJ 08223
May 24, 2004 - Present
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Hilton Head Island, SC
May 24, 2004 - September 22, 2016
WS GRIFFITH SECURITIES, INC.·CRD# 10410
RIA
Pleasantville, NJ
June 20, 2002 - June 1, 2004
EMPOWER FINANCIAL SERVICES, INC.·CRD# 13109
BD
Greenwood Village, CO
November 29, 1996 - June 14, 2004
WS GRIFFITH SECURITIES, INC.·CRD# 10410
BD
Hartford, CT
March 15, 1993 - June 1, 2004
THE GREAT-WEST LIFE ASSURANCE COMPANY·CRD# 5927
BD
Englewood, CO
January 15, 1985 - November 29, 1996
VP DISTRIBUTORS, LLC·CRD# 3036
BD
Hartford, CT
January 27, 1971 - March 15, 1993
C. H. WAGNER & CO., INC.·CRD# 122
BD
February 9, 1970 - March 26, 1971

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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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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: CONDO RENTAL POSI: Owner NOB: Real Estate INV REL: No #OF HRS: 8 SECURITIES TRADING HOURS: 7 START DATE: 06/01/1994 ADDRESS: 5347 Avenida Isla Verde PH-2, Carolina PR 00979 DESC: rent property 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: TURANGALILA, LLC POSI: Organizer of the LLC NOB: Marine dockage ownership INV REL: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 03/30/2017 ADDRESS: 9 Foxbriar Ct.,, Hilton Head Island SC 29926 DESC: management Business Name: TURANGALILA MARINE, LLC POSI: Owner, organizer NOB: Boat ownership INV REL: No #OF HOURS: 8 SECURITIES TRADING HOURS: 7 START DATE: 07/01/2017 ADDRESS: 9 Foxbriar Court, Hilton Head Island SC 29926 DESC: Ownership and management of asset Business Name: ATLANTIC PENSION PLANNING CORP. POSI: Owner/President NOB: Investment advisory services through Kestra Advisory Services, LLC INV REL: Y #OF HRS: 160 SECURITIES TRADING HRS: 132 START DATE: 05/01/1980 ADDRESS: Suite 200, 105 Roosevelt Boulevard, Marmora NJ 08223 DESC: Sales and sales management

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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
California
(7/7/2005)
RR
Delaware
(6/4/2025)
RR
Florida
(5/24/2004)
RR
Georgia
(12/12/2018)
RR
Maine
(2/4/2021)
RR
Maryland
(7/13/2018)
RR
New Jersey
(5/24/2004)
IAR
New Jersey
(4/26/2016)
RR
New York
(5/24/2004)
RR
North Carolina
(6/18/2021)
RR
Pennsylvania
(5/24/2004)
RR
South Carolina
(11/28/2007)
IAR
South Carolina
(8/24/2023)
RR
Texas
(5/24/2004)
RR
Vermont
(4/3/2006)
RR
Virginia
(9/17/2004)

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 63 — Uniform Securities Agent State Law Examination

Passed Jul 1996About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Jan 2023About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 1 — Registered Representative Examination

Passed Apr 1969
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Robert L Bush's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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