RP
Robert A. Pryhocki
KESTRA ADVISORY SERVICES
Pittsburgh, PA 15211
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CRD#: 7738910
RP
Professional summary
Robert Anthony Pryhocki, who also goes by Bobby Pryhocki, Robert Pryhocki, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Pittsburgh, Pennsylvania and KESTRA INVESTMENT SERVICES, LLC located in Pittsburgh, Pennsylvania.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Robert has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bobby Pryhocki | Robert Pryhocki
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.
Business Name: BENT TREE CAPITAL POSITION: co owner NATURE: Social media account creation/growth, FinCEN beneficial ownership information report filing INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2024 ADDRESS: 1055 old river rd, apt 732, Cleveland OH 44113, United States DESCRIPTION: help create social media accounts and provide content schedules along with post templates and tips for increasing engagement provide analytics from social media account file BOIR based on provided information Business Name: SIGNATURE FINANCIAL PLANNING POSITION: Assistant Portfolio Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/15/2024 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219, United States DESCRIPTION: - Assist with investment related activities pertaining to client accounts including trading, research, and deliverable creation - Corresponding with clients on their individual securities and portfolio strategies, placing or directing multiple securities trades, assisting in the preparation of various investment related reporting, providing recommendations to advisors for ongoing client meetings, and staying up to date on products and service offerings to our firm through correspondence with vendors and wholesalers Business Name: SIGNATURE WEALTH POSITION: Assistant Portfolio Manager NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/15/2024 ADDRESS: 525 William Penn Place, Ste 3401, Pittsburgh PA 15219 DESCRIPTION: - Assist with investment related activities pertaining to client accounts including trading, research, and deliverable creation - Corresponding with clients on their individual securities and portfolio strategies, placing or directing multiple securities trades, assisting in the preparation of various investment related reporting, providing recommendations to advisors for ongoing client meetings, and staying up to date on products and service offerings to our firm through correspondence with vendors and wholesalers Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/01/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: IAR
CRS (Client Relationship Summary) - RIA
Click below to view Robert Anthony Pryhocki'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
May 2, 2024 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 1301 Grandview Ave Ste 300, Pittsburgh, PA 15211RIA
CRD#: 283330
Pittsburgh, PA
Current
August 2, 2024 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 525 William Penn Place Ste 3401, Pittsburgh, PA 15219BD
CRD#: 42046
PITTSBURGH, PA
Past
June 26, 2023 - May 1, 2024
WALDRON PRIVATE WEALTH
RIA
CRD#: 131063
BRIDGEVILLE, 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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
IAR
Pennsylvania(5/2/2024)
RR
Pennsylvania(9/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/2/2024
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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.
