Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Alexander Kennedy is a financial advisor with over 10 years of experience in the industry. Robert is currently registered with Dimensional Fund Advisors LP in Austin, TX. Prior to this, Robert worked at CAIS Capital LLC in New York, NY, Bluerock Capital Markets LLC in New York, NY, Realty Capital Securities, LLC in New York, NY and Nationwide Investment Services Corporation in Dublin, OH. Robert holds the Series 6, 7 and 63 licenses, as well as the SIE exam. Robert is a Chartered Financial Analyst and specializes in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
11/02/2018 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
NY
01/08/2018 - 06/11/2018
CAIS CAPITAL LLC (NEW YORK NY)
NY
01/07/2016 - 12/20/2017
BLUEROCK CAPITAL MARKETS LLC (New York NY)
NY
08/16/2012 - 01/04/2016
REALTY CAPITAL SECURITIES, LLC (NEW YORK NY)
OH
11/14/2011 - 07/10/2012
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 09/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert Kennedy is the right advisor for you? Invested Better is here to help.
