RK
Robert Kestyn
HIBERNIA WEALTH PARTNERS
Baton Rouge, LA 70806
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CRD#: 7151821
RK
Professional summary
Robert Kestyn, who also goes by Robert John Kestyn, is a registered financial advisor currently at HIBERNIA WEALTH PARTNERS, LLC located in Baton Rouge, Louisiana and LPL FINANCIAL LLC located in Baton Rouge, Louisiana.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Robert has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robert John Kestyn
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. 9/7/2021 - HIBERNIA WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 9/1/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 05/13/2022 - No Business Name - Investment Related - Gulfport, MS 39507 - Real Estate Rental - Start Date - 04/22/2022 - 15 Hours Per Month/ 0 Hours During Securities Trading 3. 09/12/2022 - Hibernia Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 08/01/2022 - 165 Hours Per Month/165 Hours During Securities Trading - I provide investment advisory services through Hibernia Wealth Management, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 165 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.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Kestyn'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 29, 2022 - Present
HIBERNIA WEALTH PARTNERS, LLC
Office #1: 6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806RIA
CRD#: 319509
Baton Rouge, LA
Current
September 7, 2021 - Present
LPL FINANCIAL LLC
Office #1: 6700 Jefferson Hwy Building 4, Suite B, Baton Rouge, LA 70806RIA
BD
CRD#: 6413
BATON ROUGE, LA
Past
September 7, 2021 - August 4, 2022
STRATOS WEALTH PARTNERS, LTD
RIA
CRD#: 153184
BATON ROUGE, LA
Past
September 30, 2019 - September 10, 2021
EDWARD JONES
RIA
CRD#: 250
Baton Rouge, LA
Past
September 6, 2019 - September 10, 2021
EDWARD JONES
BD
CRD#: 250
Baton Rouge, LA
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".
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 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
Louisiana(9/7/2021)
IAR
Louisiana(7/29/2022)
RR
Missouri(9/7/2021)
RR
Texas(9/7/2021)
IAR
Texas(11/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/6/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HW
HIBERNIA WEALTH PARTNERS, LLC
DEPENDENT FINANCIAL PLANNING | THE NEURODIVERSITY INDEX | TENPATH FINANCIAL GROUP | PSHWM LLC | PLANNING ACROSS THE SPECTRUM | JFS WEALTH MANAGEMENT | HIBERNIA WEALTH PARTNERS, LLC | HIBERNIA WEALTH MANAGEMENT
CRD#: 319509 / SEC#: 801-124947
RIA
Registered Investment Advisory firm - (5/5/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6700 Jefferson Hwy. Building 4, Suite B, Baton Rouge, LA 70806
Mailing Address
Phone number
(225) 778-7972
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,146 |
| AUM (Assets Under Management) | $ 346,617,660 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HIBERNIA WEALTH PARTNERS, LLC
CRD#: 319509Baton Rouge, LA 70806TRUST BUT VERIFY
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