Robert M Pendergist
Investment adviser representative at Advisory Services Network
10 yearsExperience
2 statesRegistered in
$10.6BFirm assets
16 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Advisory Services Network, LLCFeb 2025 to now
- Shore Point Advisors, LLCJul 2023 to Feb 2025
- LPL Financial, LLCOct 2019 to Nov 2022
- Penkav SolutionsJan 2017 to Oct 2024
- Guardian Life InsuranceOct 2016 to Aug 2019
- Park Avenue SecuritiesOct 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (ME, TX).
Advisory Services Network
Legal name: Advisory Services Network, LLC
$10.6BAssets managed
12,919Clients
251Advisers
16 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4356031
- Firm CRD
- 146051