Robert J. Hendershott

HENDERSHOTT WEALTH MANAGEMENT

Dorado, PR

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CRD#: 5003813

Professional summary

Robert James Hendershott is a registered financial advisor currently at HENDERSHOTT WEALTH MANAGEMENT, LLC located in Dorado, and BHPR EQUITY RESEARCH CORP located in San Juan, .

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Robert has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 James Hendershott'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

February 24, 2025 - Present

HENDERSHOTT WEALTH MANAGEMENT, LLC

RIA

CRD#: 170839

Dorado, PR

Current

March 6, 2025 - Present

BHPR EQUITY RESEARCH CORP

Office #1: 53 Calle Palmeras Caribe Office Bldg, Suite 600, San Juan, PR 00901-2421

RIA

CRD#: 328585

SAN JUAN, PR

Past

October 31, 2001 - December 31, 2010

BH EQUITY RESEARCH, LLC

RIA

CRD#: 136243

SAN JOSE, CA

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".

HENDERSHOTT WEALTH MANAGEMENT, LLC

HENDERSHOTT WEALTH MANAGEMENT, LLC | MARTIN, HILARY | HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC

CRD#: 170839 / SEC#: 801-120494

RIA

Registered Investment Advisory firm - (3/11/2021 Approved)

California

Registered Investment Advisory firm - (4/28/2021 Terminated)

Indiana

Registered Investment Advisory firm - (3/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2021 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.

Highlighted states indicate IAR registrations

IAR

Puerto Rico
(2/24/2025)

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

IAR

Series 65

Date: 2/24/2025

Uniform Investment Adviser Law Examination

Current Firm

HENDERSHOTT WEALTH MANAGEMENT, LLC

HENDERSHOTT WEALTH MANAGEMENT, LLC | MARTIN, HILARY | HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC

CRD#: 170839 / SEC#: 801-120494

RIA

Registered Investment Advisory firm - (3/11/2021 Approved)

California

Registered Investment Advisory firm - (4/28/2021 Terminated)

Indiana

Registered Investment Advisory firm - (3/30/2021 Terminated)

Texas

Registered Investment Advisory firm - (3/29/2021 Terminated)

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Contact information

Main Address

11 Municipal Drive Ste 200 Pmb 1018, Fishers, IN 46038

Mailing Address

Phone number

(877) 743-6500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HILARY HENDERSHOTT WEALTH MANAGEMENT, LLC - PART 2 DISCLOSURE BROCHURE (1/31/2025)

Regulatory assets under management

Total Number of Accounts	522
AUM (Assets Under Management)	$ 235,639,534

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 J. Hendershott

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert James Hendershott's CRS (Customer Relationship Summary).

Certified licenses

Experience

HENDERSHOTT WEALTH MANAGEMENT, LLC

BHPR EQUITY RESEARCH CORP

BH EQUITY RESEARCH, LLC

Primary Firm SEC Registration

HENDERSHOTT WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/24/2025

Current Firm

HENDERSHOTT WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HENDERSHOTT WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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