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Robert Lewis Kohl

Pershing LLC

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About Robert Lewis Kohl

Robert Kohl is a financial advisor with over 10 years of experience in the financial services industry. Robert has a strong background in securities and investments. Robert is currently registered with Pershing LLC and has previously held positions at J.P. Morgan Securities LLC, Capital One Investing, LLC, and Vanguard Marketing Corporation. Robert holds the Series 6, 7, 24 and 63 licenses.

Firm Information

Robert Kohl is currently registered with Pershing LLC. Pershing LLC is a Limited Liability Company formed in January 2003. The firm is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. They have one approved SEC registration and 53 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

692

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.

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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Robert Kohl’s Registration & Firm History

NJ

10/15/2019 - Present

Pershing LLC (JERSEY CITY NJ)

DE

08/09/2018 - 10/08/2019

J.P. MORGAN SECURITIES LLC (NEWARK DE)

DE

02/12/2016 - 07/31/2018

CAPITAL ONE INVESTING, LLC (Wilmington DE)

PA

07/03/2013 - 02/19/2016

VANGUARD MARKETING CORPORATION (MALVERN PA)

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Licenses & Designations

BC

Issued 07/16/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/31/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/03/2016

Series 7 - General Securities Representative Examination

BC

Issued 07/03/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe C2 Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

MIAX Sapphire

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Robert Lewis Kohl.
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