Robert A. Kessler

KESSLER ENERGY

Austin, TX 78746

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CRD#: 4475434

Professional summary

Robert Arthur Kessler, CFA is a registered financial advisor currently at KESSLER ENERGY, LLC located in Austin, Texas.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 4 firms and has passed the Series 63, Series 87, Series 7 and Series 24 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.

KESSLER HOLDINGS DELAWARE, LLC 1415 S VOSS RD, STE 110-421, HOUSTON, TX 77057 Operating Manager and Secretary of Kessler Holdings Delaware, LLC and various subsidiaries, since 2014 and, before that Kessler Holdings, LLC since 2004. Kessler Holdings Delaware, LLC is the parent holding company to Kessler Energy, LLC and is, through its 100% ownership interests, involved in the business of collecting and processing publically available energy data, providing insights on energy fundamentals and investments through industry reports, proprietary software and analytics and investment research reports on energy-related Securities and commodities. In addition to time spent directly as CEO, CFO and CCO of Kessler Energy, LLC, other time spent on Kessler Holdings Delaware, LLC and various subsidiaries amounts to approximately 10 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Arthur Kessler'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®

CFA

Chartered Financial Analyst

Experience

Current

October 13, 2017 - Present

KESSLER ENERGY, LLC

Office #1: 108 Wild Basin Rd South Suite 250, Austin, TX 78746

RIA

CRD#: 286106

Austin, TX

Past

March 11, 2011 - May 20, 2014

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC

CRD#: 129772

HOUSTON, TX

Past

March 8, 2004 - December 1, 2010

SIMMONS & COMPANY INTERNATIONAL

CRD#: 23974

HOUSTON, TX

Past

November 20, 2001 - February 25, 2004

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

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
(10/13/2017)

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: 11/20/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 1/22/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 11/19/2001

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/27/2008

General Securities Principal Examination

Current Firm

KESSLER ENERGY, LLC

KESSLER ENERGY | KESSLER ENERGY, LLC | KESSLER ENERGY RESEARCH | KESSLER ENERGY ADVISORS

CRD#: 286106 / SEC#:

Texas

Registered Investment Advisory firm - (10/13/2017 Approved)

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Contact information

Main Address

108 Wild Basin Rd South Suite 250, Austin, TX 78746

Mailing Address

1415 South Voss Rd Suite 110-421, Houston, TX 77057

Phone number

(713) 225-6400

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Robert A. Kessler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Arthur Kessler's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESSLER ENERGY, LLC

TUDOR, PICKERING, HOLT & CO. SECURITIES, LLC

SIMMONS & COMPANY INTERNATIONAL

BANC OF AMERICA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 11/20/2001

Series 87

Date: 1/22/2005

Series 7

Date: 11/19/2001

Series 24

Date: 1/27/2008

Current Firm

KESSLER ENERGY, LLC

Contact information

Documents

Red Flags

Company Information

KESSLER ENERGY, LLC

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