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ChFC
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ChFC

Robert Bush

Kestra Advisory Services, LLC
56 Years of Experience
Marmora, NJ
3 DisclosuresBroker
View SEC Summary
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Robert Bush is a ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Marmora, NJ, with 56 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

105 Roosevelt Boulevard, Suite 200, Marmora, NJ, 08223

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2006
Closed-No Action
Customer Dispute
July 2005
Settled
Customer Dispute
March 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert owns a condo rental property, is the organizer of Turangalila LLC (marine dockage ownership), and the owner/organizer of Turangalila Marine LLC (boat ownership). He is also an Investment Advisor Representative with Kestra Advisory Services, LLC and the Owner/President of Atlantic Pension Planning Corp., dedicating full-time hours to the latter.

Employment History
Current Registrations
Kestra Advisory Services, LLC
April 2016 - Present · 10 yrs 6 mos
Kestra Investment Services, LLC
May 2004 - Present · 22 yrs 5 mos
Kestra Investment Services, LLCBroker
May 2004 - Present · 22 yrs 5 mos
Previous Registrations
NFP Advisor Services, LLC
May 2004 - September 2016 · 12 yrs 4 mos
Ws Griffith Securities, INC.
June 2002 - June 2004 · 2 yrs
Gwfs Equities, INC.Broker
November 1996 - June 2004 · 7 yrs 7 mos
Ws Griffith Securities, INC.Broker
March 1993 - June 2004 · 11 yrs 3 mos
The Great-West Life Assurance CompanyBroker
January 1985 - November 1996 · 11 yrs 10 mos
Phoenix Equity Planning CorporationBroker
January 1971 - March 1993 · 22 yrs 2 mos
C. H. Wagner & CO., INC.Broker
February 1970 - March 1971 · 1 yr 1 mo
State Registrations14 states
CADEFLGAMDMENCNJNYPASCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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