Unclaimed Profile

Robert Mason Bartenstein

KESTRA PRIVATE WEALTH SERVICES, LLC·AUSTIN, Texas

SIE, Series 7, Series 9, Series 10, Series 63, Series 65, Series 6624 years registeredKESTRA PRIVATE WEALTH SERVICES, LLC

5707 SOUTHWEST PARKWAY, AUSTIN, TX 78735CRD# 2503260Firm CRD# 155193

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Robert Mason Bartenstein · AUSTIN, TX

Registration

CRD #2503260 · KESTRA PRIVATE WEALTH SERVICES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

KESTRA PRIVATE WEALTH SERVICES, LLC

Sep 2016 – present

KESTRA PRIVATE WEALTH SERVICES, LLC

Feb 2012 – Sep 2016

SAN DIEGO, CA

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Aug 2011

SAN DIEGO, CA

MORGAN STANLEY & CO. INCORPORATED

Mar 2008 – Jun 2009

SAN DIEGO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2002 – Apr 2008

WASHINGTON, DC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 63

Series 65

Series 66

Registration record

First registered · July 31, 2002

Years registered · 24

Disclosure History

2008Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

KESTRA PRIVATE WEALTH SERVICES, LLC

CRD 155193 · SEC 801-71936

AUM

$7.3B

Regulatory assets under management

Employees

158

21,652 client accounts

Services offered by KESTRA PRIVATE WEALTH SERVICES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KESTRA PRIVATE WEALTH SERVICES, LLC →

Introduction

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Frequently Asked Questions

What services does Robert Mason Bartenstein offer?

Robert Mason Bartenstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Robert Mason Bartenstein's credentials?

Robert Mason Bartenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Mason Bartenstein located?

Robert Mason Bartenstein is based in AUSTIN, Texas, working with KESTRA PRIVATE WEALTH SERVICES, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Robert Mason Bartenstein charge for services?

Robert Mason Bartenstein's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KESTRA PRIVATE WEALTH SERVICES, LLC?

KESTRA PRIVATE WEALTH SERVICES, LLC has approximately 158 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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