Robert G. Gebhart

HS MANAGEMENT PARTNERS

Greenwich, CT

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CRD#: 4032138

Professional summary

Robert Guy Gebhart is a registered financial advisor currently at HS MANAGEMENT PARTNERS, LLC located in Greenwich, Connecticut.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 4 firms and has passed the Series 63 and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Guy Gebhart'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

July 30, 2025 - Present

HS MANAGEMENT PARTNERS, LLC

RIA

CRD#: 145480

Greenwich, CT

Past

September 11, 2009 - September 24, 2010

FORESIDE FUND SERVICES, LLC

CRD#: 46106

NEW YORK, NY

Past

October 31, 2002 - May 1, 2008

W. P. STEWART SECURITIES LLC

CRD#: 40964

NEW YORK, NY

Past

January 2, 2000 - August 27, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

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".

HS MANAGEMENT PARTNERS, LLC

AGILITY ASSET MANAGEMENT, LLC | HS MANAGEMENT PARTNERS, LLC

CRD#: 145480 / SEC#: 801-68501

RIA

Registered Investment Advisory firm - (10/25/2007 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.

Highlighted states indicate IAR registrations

IAR

Connecticut
(7/30/2025)

IAR

New York
(7/30/2025)

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.

Exams

State Security Law Exam

Series 63

Date: 11/24/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/23/1999

General Securities Representative Examination

Current Firm

HS MANAGEMENT PARTNERS, LLC

AGILITY ASSET MANAGEMENT, LLC | HS MANAGEMENT PARTNERS, LLC

CRD#: 145480 / SEC#: 801-68501

RIA

Registered Investment Advisory firm - (10/25/2007 Approved)

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Contact information

Main Address

640 Fifth Avenue 18th Floor, New York, NY 10019

Mailing Address

Phone number

(212) 888-0060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A FOR HS MANAGEMENT PARTNERS, LLC (3/20/2026)

Regulatory assets under management

Total Number of Accounts	58
AUM (Assets Under Management)	$ 469,888,792

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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Robert G. Gebhart

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Guy Gebhart's CRS (Customer Relationship Summary).

Certified licenses

Experience

HS MANAGEMENT PARTNERS, LLC

FORESIDE FUND SERVICES, LLC

W. P. STEWART SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

HS MANAGEMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/24/1999

Series 7

Date: 12/23/1999

Current Firm

HS MANAGEMENT PARTNERS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HS MANAGEMENT PARTNERS, LLC

TRUST BUT VERIFY

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