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Robert Francis Schilly

Transce3nd LLC

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About Robert Francis Schilly

Robert F. Schilly is an investment advisor representative registered with Transce3nd LLC and Madison Avenue Securities. Robert F. Schilly has been in the financial industry since 2005 and has experience providing financial planning and portfolio management services to individuals and businesses. Robert F. Schilly is also a Registered Representative with Kalos Capital and has provided services to insurance companies. Robert F. Schilly holds the Series 65, 63, 24, 7, and SIE licenses.

Firm Information

Robert Schilly is currently registered with Transce3nd LLC. Transce3nd LLC is a Registered Investment Advisor based in Kyle, TX, with a focus on providing financial planning and portfolio management services for individuals, high net worth individuals, and corporations. They have a team of 27 licensed agents and manage over $313 million in assets for 2,378 clients. Their advisory services include financial planning, portfolio management for individuals, selection of other advisors, and participation in wrap fee programs.
Transce3nd LLC

165 ELMHURST

KYLE, TX 78640

$313.20M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert Schilly’s Registration & Firm History

MO

10/24/2022 - Present

Transce3nd LLC (KIRKWOOD MO)

MO

07/07/2017 - 08/01/2022

KALOS CAPITAL, INC. (Crystal City MO)

MO

10/22/2007 - 07/12/2017

NATIONAL PLANNING CORPORATION (CRYSTAL CITY MO)

MO

03/10/2006 - 10/23/2007

AMERICAN GENERAL SECURITIES INCORPORATED (FESTUS MO)

MO

05/27/2005 - 01/19/2006

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 04/27/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/20/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/14/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Francis Schilly.
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