RA
Robert B. Abercrombie
ABERCROMBIE INVESTMENTS
The Woodlands, TX
Some features on this profile are disabled
CRD#: 4263050
RA
Professional summary
Robert Bernard Abercrombie, CFP®, who also goes by Robert B Ernard Abercrombie, is a registered financial advisor currently at ABERCROMBIE INVESTMENTS located in The Woodlands, Texas.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Robert has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert B Ernard Abercrombie
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.
AOBA Invests~15460 Pin Oak Dr, The Woodlands, TX 77384~LP Invest~Y~Investor~01/2005~1 hrs/mo~0 trading hrs/mo|Annie Ong Irrevocable Ins. Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~ILIT~N~Trustee~01/2006~1 hrs/mo~0 trading hrs/mo|Audrey Magai Irrevocable Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~ILIT~N~Trustee~01/2003~1 hrs/mo~0 trading hrs/mo|James Taylor Irrevocable Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~ILIT~N~Trustee~01/2002~1 hrs/mo~0 trading hrs/mo|Pekowski 1999 Descendents Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~ILIT~N~Trustee~01/1999~1 hrs/mo~0 trading hrs/mo|Ray Pekowski 1995 Children's Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~ILIT~N~Trustee~01/1995~1 hrs/mo~0 trading hrs/mo|Ruth Sessions Charitable Remainder Unit Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~CRUT~N~Trustee~01/2001~1 hrs/mo~0 trading hrs/mo|LSU North Houston Alum Assoc~15460 Pin Oak Dr, The Woodlands, TX 77384~Alum Assoc~N~Treas~01/2005~2 hrs/mo~1 trading hrs/mo|Ely Irrevocable Life Ins Trust~15460 Pin Oak Dr, The Woodlands, TX 77384~CPA ILIT~N~Trustee~05/203~1 hrs/mo~1 trading hrs/mo~ the name of the other business: Abercrombie Investments GP, LLC; No; Same as adviser; General Partner of the Adviser; Managing Member; Managing Member; April 2005; 0; 0; None. Just the GP to the the Adviser. Abercrombie & Associates, PC; No; 15460 Pin Oak Dr, The Woodlands, TX 77384; Former CPA Firm before the business was merged into Haynie & Company; Owner/50% SHAREHOLDER. My spouse owns the other 50%; 1/23/2004; 2; 2; Keep the books up to date: Abercrombie Real Estate, LLC; No; 15460 Pin Oak Dr The Woodlands, TX 77384; Owns the office building; Partner/Owner; Approx 1/2014; 3; 3; keep the books up to date; A & A Bookkeeping Ledge Pro's, LLC; No; 15460 Pin Oak Dr, The Woodlands, TX 77384; Inactive; Owner/partner; Approx 1/16; 0; 0; None-Inactive; Hayniecpas.com; No; locally it is 15460 Pin Oak Dr, The Woodlands, TX 77384; CPA Firm; Non-Equity Partner; 11/1/2018; 175; 175; This is my main employer; 5.BSPP General Partner, LLC; No; 15460 Pin Oak Dr The Woodlands, TX 77384; GP of inactive Limited partnership; Partner; 1/1/99; 0; 0; None-Inactive; 6.Turnaround Logistics, Inc.; No; 15460 Pin Oak Dr The Woodlands, TX 77384; Logistics-Inactive; Registered Agent; Unknown; 0; 0; None-Inactive; 7.Houston-Rogue Daily Express, Inc.; No; 15460 Pin Oak Dr, The Woodlands, TX 77384; Delivery-Inactive; Registered Agent; Unknown; 0; 0; None-Inactive; WDG Consulting LLC; No; 15460 Pin oak Dr, The Woodlands, TX 77384; Inactive; Registered Agent; Unknown; 0; 0; None-inactive; Coast to Coast Trade Show Services, Inc. - Texas LLC; No; 15460 Pin oak Dr, The Woodlands, TX 77384; Trade Shows; Registered Agent; Unknown; 0; 0; None- just registered agent; 10.South Texas Data, LLC; No; Unknown; Unknown; Possibly Registered Agent, but do not recognize; Unknown; 0; 0; None; TXCMM Investments, LLC; No; 15460 Pin oak Dr, The Woodlands, TX 77384; Inactive; Registered Agent; Unknown; 0; 0; Registered agent; Critical 2-Way Communications, LLC; No; 15460 Pin oak Dr, The Woodlands, TX 77384; Radio Sales; Registered agent; Unknown; 0; 0; Registered agent.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Bernard Abercrombie'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®
Experience
Current
June 3, 2022 - Present
ABERCROMBIE INVESTMENTS
RIA
CRD#: 321611
The Woodlands, TX
Past
November 14, 2006 - January 31, 2019
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Past
November 17, 2000 - November 15, 2004
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
ST. PETERSBURG, FL
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
Texas(6/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AI
ABERCROMBIE INVESTMENTS
ABERCROMBIE INVESTMENTS | ABERCROMBIE INVESTMENTS, LP | ABERCROMBIE INVESTMENTS LLP
CRD#: 321611 / SEC#:
Texas
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Contact information
Main Address
The Woodlands, TX
Mailing Address
Phone number
(281) 804-2289
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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