RH
Robert T. Holdcroft
THREE CORD TRUE WEALTH MANAGEMENT
Beaver, PA 15009
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CRD#: 6066595
RH
Professional summary
Robert Timothy Holdcroft is a registered financial advisor currently at THREE CORD TRUE WEALTH MANAGEMENT, LLC located in Beaver, Pennsylvania and LPL FINANCIAL LLC located in Beaver, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Robert has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
1. 06/28/2024- Three Cord True Wealth Management, LLC- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 2. 06/28/2024- Holdcroft Wealth Management- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location (s) 3. 06/28/2024- Robert Holdcroft NVI- Non-Variable Insurance- PA 15009- 160 hrs per mnth- 8 hrs during trading- Start Date 06/10/2024 4. 07/24/2024 - Three Cord True Wealth Management, LLC - Registered Investment Advisor Hybrid - Advisor - Investment Related - At Reported Business Location(s) - Start Date 06/21/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Three Cord True Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 6/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5. 02/21/2025 - Marshall Heights Homeowners Association - Non-Profit Board Member - Not Investment Related - Home Based - Start Date 10/01/2024 - 1 hour per month/ during trading
CRS (Client Relationship Summary) - RIA
Click below to view Robert Timothy Holdcroft'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®
NoneExperience
Current
July 16, 2024 - Present
THREE CORD TRUE WEALTH MANAGEMENT, LLC
Office #1: 535 Third Street, Beaver, PA 15009RIA
CRD#: 307480
Beaver, PA
Current
July 15, 2024 - Present
LPL FINANCIAL LLC
Office #1: 535 Third Street, Beaver, PA 15009-2228RIA
BD
CRD#: 6413
Beaver, PA
Past
June 29, 2023 - August 1, 2024
CETERA INVESTMENT ADVISERS LLC
RIA
CRD#: 105644
WEXFORD, PA
Past
June 9, 2021 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
WEXFORD, PA
Past
June 9, 2021 - August 1, 2024
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
WEXFORD, PA
Past
July 18, 2018 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
Baltimore, MD
Past
July 17, 2018 - June 9, 2021
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
Baltimore, MD
Past
June 6, 2014 - July 11, 2018
GOLDMAN SACHS WEALTH SERVICES, L.P.
RIA
CRD#: 106693
WASHINGTON, DC
Past
October 21, 2013 - July 11, 2018
MERCER ALLIED COMPANY, L.P.
BD
CRD#: 37404
WASHINGTON, DC
Past
July 12, 2012 - July 30, 2012
OSAIC SERVICES, INC.
BD
CRD#: 133763
OAKMONT, PA
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".
TC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480 / SEC#: 801-119394
RIA
Registered Investment Advisory firm - (9/2/2020 Approved)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.RR
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
RR
Colorado(9/15/2025)
RR
Delaware(8/15/2024)
RR
District of Columbia(8/7/2024)
RR
Maryland(7/15/2024)
RR
New Mexico(3/11/2025)
RR
North Carolina(9/16/2025)
RR
Ohio(7/15/2024)
RR
Pennsylvania(7/15/2024)
IAR
Pennsylvania(7/16/2024)
RR
Virginia(7/15/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
TC
THREE CORD TRUE WEALTH MANAGEMENT, LLC
HOLDCROFT WEALTH MANAGEMENT | THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480 / SEC#: 801-119394
RIA
Registered Investment Advisory firm - (9/2/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
535 Third Street, Beaver, PA 15009
Mailing Address
Phone number
(724) 683-3456
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 832 |
| AUM (Assets Under Management) | $ 252,157,705 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD#: 307480Beaver, PA 15009TRUST BUT VERIFY
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