Robert W. Holbrook
Professional summary
Robert William Holbrook, who also goes by Bob Holbrook, is a registered financial advisor currently at BOB HOLBROOK HOLDINGS LLC located in Malta, New York.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert William Holbrook's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 6, 2023 - Present
BOB HOLBROOK HOLDINGS LLC
October 16, 2009 - April 18, 2023
G. A. REPPLE & COMPANY
October 12, 2009 - April 18, 2023
G. A. REPPLE & COMPANY
October 30, 2003 - October 13, 2009
EDWARD JONES
October 14, 2002 - October 13, 2009
EDWARD JONES
July 11, 2002 - September 5, 2002
IDS LIFE INSURANCE COMPANY
July 11, 2002 - September 5, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/6/2023)
Exams
Current Firm
BOB HOLBROOK HOLDINGS LLC
CRD#: 325798 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 12,580,000 |
Red Flags
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