Robert Bartenstein is a registered investment advisor, based in Austin, TX, with 27 years of industry experience.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
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Regulatory History (1)
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Customer Dispute
July 2008Settled
Other Business Activities
Robert is an employee of Kestra Private Wealth Services, LLC, where he works as a registered representative and provides investment advisory services, dedicating nearly full-time hours to this role. He also serves as a member trustee on the Board of Trustees for Hargrave Military Academy, dedicating minimal time to this position.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
January 2023 - Present · 3 yrs 4 mos
Kestra Private Wealth Services, LLC
September 2016 - Present · 9 yrs 8 mos
Previous Registrations
Kestra Investment Services, LLCBroker
November 2017 - January 2022 · 4 yrs 2 mos
Kestra Investment Services, LLCBroker
March 2014 - September 2016 · 2 yrs 6 mos
Kestra Private Wealth Services, LLC
February 2012 - September 2016 · 4 yrs 7 mos
Spire Securities, LLCBroker
February 2012 - September 2012 · 7 mos
Morgan Stanley Smith BarneyBroker
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley Smith Barney LLC
June 2009 - August 2011 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - June 2009 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2002 - April 2008 · 5 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2002 - April 2008 · 5 yrs 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
October 1999 - May 2002 · 2 yrs 7 mos
Wheat, First Securities, INC.Broker
January 1995 - May 1996 · 1 yr 4 mos
Edward D. Jones & CO., L.P.Broker
July 1994 - December 1994 · 5 mos
State Registrations1 state
TX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.