Robert Schilly has been an investment adviser representative at Transce3nd since October 2022, and is not listed among the firm’s executive officers or direct owners. Robert Schilly holds a Bachelor's degree in business management from the University of Missouri-Columbia.
Transce3nd LLC is a Buda, TX firm with $419M under management, 1,620 clients and 42 advisers across 17 offices, as of its May 2026 filing.
Robbie Schilly is Senior Partner of e3 Wealth, based in St. Louis, Missouri. He has worked in the financial services industry as a registered representative since 2005 and as an investment advisor since 2006. He is also an Office of Supervisory Jurisdiction (OSJ) delegate manager.
Robert Schilly’s longest registration was 9 years at National Planning Corporation ("NPC of America" in FL & NY) (2007–2017). Before joining Transce3nd in 2022, Robert Schilly was registered through Ae Wealth Management, LLC and Kalos Management.
- Ae Wealth Management, LLC– · under a yearKirkwood, MO · Adviser representative · Firm CRD 282580
- Kalos Management– · 5 yearsCrystal City, MO · Adviser representative · Firm CRD 133025
- National Planning Corporation ("NPC of America" in FL & NY)– · 9 yearsCrystal City, MO · Adviser representative · Firm CRD 29604
- American General Securities Incorporated– · 1 yearFestus, MO · Adviser representative · Firm CRD 13626
Investment adviser representative registrations
Robert Schilly is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- MissouriSince 24 October 2022
- TexasSince 24 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 November 2007 |
| Series 65 | Uniform Investment Adviser Law Examination | 27 April 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 July 2005 |
| Series 7 | General Securities Representative Examination | 26 May 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Francis Schilly
- CRD
- 4725968
- Firm
- Transce3nd · CRD 317745
- Office
- 906 S. KIRKWOOD ROAD, Kirkwood, MO 63019
- Registration
- Investment adviser and broker registrations
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- e3wealth.com
Where does Robert Schilly work?
Robert Schilly is an investment adviser representative registered through Transce3nd LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Robert Schilly a financial advisor?
Yes. Robert Schilly has a current investment-adviser registration in Missouri and Texas, through Transce3nd since October 2022.
How many years of experience does Robert Schilly have?
Robert Schilly has 21 years in the financial industry, since July 2005, across 5 adviser firms.
What exams has Robert Schilly passed?
Robert Schilly has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 24. The earliest, the Series 7, was passed in May 2005. FINRA credited Robert Schilly with the SIE, which began in October 2018.
Where did Robert Schilly work before Transce3nd?
Before Transce3nd, Robert Schilly was registered through Kalos Management, July 2017 to August 2022; National Planning Corporation ("NPC of America" in FL & NY), October 2007 to July 2017; American General Securities Incorporated, May 2006 to October 2007.
Where is Robert Schilly based?
Robert Schilly’s registered office is in Kirkwood, MO.
Is Robert Schilly registered with FINRA?
Yes. Robert Schilly has a current broker registration, under CRD 4725968.
Source: FINRA BrokerCheck
How can I verify Robert Schilly’s record?
Search CRD 4725968 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Schilly’s full registration record.
