Robert Timothy Holdcroft
Investment adviser representative at Three Cord True Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$317.9MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Three Cord True Wealth Management, LLCJul 2024 to now
- LPL Financial, LLCJul 2024 to now
- Cetera Investment Advisers LLCJun 2023 to Jul 2024
- Cetera Advisor Networks LLCJun 2021 to Jul 2024
- Rosenthal Wealth ManagementJul 2018 to Jul 2024
- Voya Financial Advisors, Inc.Jul 2018 to Jun 2021
- The Ayco Company, L.p./mercer AlliedJan 2013 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (PA).
Three Cord True Wealth Management, LLC
$317.9MAssets managed
584Clients
6Advisers
6 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
- 6066595
- Firm CRD
- 307480