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Chief Executive Officer · Kestra Private Wealth Services, LLC

Robert M. Bartenstein

CRD 2503260 · Named on Form ADV at one SEC-registered adviser

At a glance

Kestra Private Wealth Services, LLC, an SEC-registered wealth manager based in Austin, TX with $13.5 billion in regulatory assets, lists Robert M. Bartenstein on its Form ADV as Chief Executive Officer, a control person.

Firms and roles

AtlasMembers

Robert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2002 (24 years)
Designations
None on file
Exams
Series 63, Series 65, Series 66
Registered in
1 state
Also a broker representative
Yes
Disclosures on record
Yes, see the SEC record

AtlasMembers

Robert’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
4 firmsLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

  • Michael R. PedlowEVP, Chief Compliance Officer, Kestra Private Wealth Services, LLC
  • Yin YinAssistant Secretary, Kestra Private Wealth Services, LLC
  • Mark P. SchoenbeckEVP, Advisor Engagement, Kestra Private Wealth Services, LLC
  • Jean-Luc DupontHead of Cybersecurity and Technology Risk, Kestra Private Wealth Services, LLC
  • Vinay KantEVP, Chief Digital Technology Officer, Kestra Private Wealth Services, LLC

4 more people named with Robert on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.