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Robert Holbrook

Advisor at Bob Holbrook Holdings LLC

Updated today

Firm

Bob Holbrook Holdings LLC

Location

Malta, NY

Credentials

Series 66

Industry experience

23 years

About

Robert Holbrook is the principal advisor at Bob Holbrook Holdings LLC with 23 years of industry experience. He holds a Series 66 designation and has worked at G.A. Repple & Company, as well as operating his own sole proprietorship. Outside of advising, he runs Weekend Walleye Warrior, a retail business selling fishing equipment on eBay. Bob Holbrook Holdings LLC is a solo-registered investment adviser serving primarily individual clients and retirement plans. The firm combines fundamental analysis with various strategies including options trading and hedging, offering both discretionary and non-discretionary asset management along with specialized ERISA plan services.

Client services

Based on Bob Holbrook Holdings LLC

Portfolio management Pension consulting

Expertise

Based on Bob Holbrook Holdings LLC

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

1.65% annually for asset management services

Location

Malta, NY

Most active in

New York

Work history

Bob Holbrook Holdings LLC

2023 - Present (3 years)

Weekend Walleye Warrior

2016 - Present (10 years)

Bob Holbrook, Sole Proprietor

2009 - Present (17 years)

G.A. Repple & Company

2009 - 2023 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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