Robert Kennedy is a CFA-designated registered investment advisor, based in Austin, TX, with 14 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold.
Location
6300 Bee Cave Road, Building One, Austin, TX, 78746
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Dimensional Fund Advisors LP
November 2018 - Present · 7 yrs 11 mos
Dfa Securities LLCBroker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Cais Capital LLCBroker
January 2018 - June 2018 · 5 mos
Bluerock Capital Markets LLCBroker
January 2016 - December 2017 · 1 yr 11 mos
Realty Capital Securities, LLCBroker
August 2012 - January 2016 · 3 yrs 5 mos
Nationwide Investment Services CorporationBroker
November 2011 - July 2012 · 8 mos
State Registrations49 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.
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