Robert F. Schilly

TRANSCE3ND

KIRKWOOD, MO 63019

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CRD#: 4725968

Professional summary

Robert Francis Schilly, who also goes by Robbie Schilly, is a registered financial advisor currently at TRANSCE3ND LLC located in Kirkwood, Missouri and MADISON AVENUE SECURITIES, LLC located in Kirkwood, Missouri.

Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Robert has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robbie Schilly

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 Francis Schilly'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

October 24, 2022 - Present

TRANSCE3ND LLC

Office #1: 906 Kirkwood Road, Kirkwood, MO 63019

RIA

CRD#: 317745

KIRKWOOD, MO

Current

July 31, 2022 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 906 S. Kirkwood Rd, Kirkwood, Kirkwood, MO 63122

RIA

CRD#: 23224

Kirkwood, MO

Past

July 29, 2022 - January 25, 2023

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

Kirkwood, MO

Past

July 7, 2017 - August 1, 2022

KALOS MANAGEMENT

RIA

CRD#: 133025

Crystal City, MO

Past

July 7, 2017 - August 1, 2022

KALOS CAPITAL, INC.

CRD#: 44337

Crystal City, MO

Past

October 23, 2007 - July 12, 2017

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

CRYSTAL CITY, MO

Past

October 22, 2007 - July 12, 2017

NATIONAL PLANNING CORPORATION

CRD#: 29604

CRYSTAL CITY, MO

Past

May 12, 2006 - October 23, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

RIA

CRD#: 13626

FESTUS, MO

Past

March 10, 2006 - October 23, 2007

AMERICAN GENERAL SECURITIES INCORPORATED

CRD#: 13626

FESTUS, MO

Past

May 27, 2005 - January 19, 2006

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

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".

TRANSCE3ND LLC

CRD#: 317745 / SEC#: 801-126674

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

Texas

Registered Investment Advisory firm - (10/3/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(7/31/2022)

California
(7/31/2022)

Florida
(7/31/2022)

Georgia
(7/31/2022)

Illinois
(7/31/2022)

Indiana
(7/31/2022)

Louisiana
(7/31/2022)

Massachusetts
(7/31/2022)

Missouri
(7/31/2022)

IAR

Missouri
(10/24/2022)

Tennessee
(3/20/2023)

Texas
(7/31/2022)

IAR

Texas
(10/24/2022)

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

State Security Law Exam

IAR

Series 65

Date: 4/27/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/26/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 11/14/2007

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

TRANSCE3ND LLC

CRD#: 317745 / SEC#: 801-126674

RIA

Registered Investment Advisory firm - (9/30/2022 Approved)

Texas

Registered Investment Advisory firm - (10/3/2022 Terminated)

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Contact information

Main Address

835 Main Street Building 200, Buda, TX 78610

Mailing Address

Phone number

(512) 268-9220

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE (3/17/2025)

PART 2A BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	2,518
AUM (Assets Under Management)	$ 361,954,267

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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Advisor Monitoring

Firm Stability Insights

Robert F. Schilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Francis Schilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRANSCE3ND LLC

MADISON AVENUE SECURITIES, LLC

AE WEALTH MANAGEMENT, LLC

KALOS MANAGEMENT

KALOS CAPITAL, INC.

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

AMERICAN GENERAL SECURITIES INCORPORATED

AMERICAN GENERAL SECURITIES INCORPORATED

EDWARD JONES

Primary Firm SEC Registration

TRANSCE3ND LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/27/2006

Series 63

Date: 7/20/2005

SIE

Date: 10/1/2018

Series 7

Date: 5/26/2005

Series 24

Date: 11/14/2007

FINRA

Current Firm

TRANSCE3ND LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRANSCE3ND LLC

TRUST BUT VERIFY

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