Robert Markham
Financial advisor at Private Advisor Group, LLC
Last updated 2026-10-10
Claim your profileRobert Markham is a financial advisor at Private Advisor Group, LLC, CRD 7587756. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2026-01-29.
Registration
- CRD number
- 7587756
- Registration status
- Active
- IAPD registration
- 2026-01-29
- Industry Experience
- 0 years
- Work Experience
- 16 years
- States registered
- MO
Licenses and exams
- Series 63
- Series 65
Work history
- 2022-07 to Present · Jbl Financial Services Inc · Saint Louis, MO
- 2019-07 to 2022-07 · Aldi's · Maplewood, MO
- 2010-01 to 2019-07 · Independent Contractor/ Personal Trainer · Southampton, NY
- 2022-06 to Present · Lpl Financial LLC · Saint Louis, MO
- 2026-01 to Present · Private Advisor Group, LLC · Morristown, NJ
Current employment
- Private Advisor Group, LLC · Morristown, NJ
Private Advisor Group, LLC
- Regulatory AUM
- $57,703,120,793
- Registered advisors
- 927
- Offices
- 702
- Clients per advisor
- 183.6 (High)
- Average AUM per client
- $339K (Low)
- High-net-worth client ratio
- 16.3% (Moderate)
Private Advisor Group, LLC: advisors, services and reported ETF investments
About
Robert Markham is a financial advisor at Private Advisor Group, LLC. Reported securities licenses include Series 63 and Series 65. The latest record indicates less than 1 year of industry experience and 16 years of reported work history.
Private Advisor Group, LLC's firm-level Form ADV reports 927 advisors across 702 offices; approximately 183.6 clients per advisor, average assets per client of $339,019, and regulatory AUM of $57.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, State or municipal government entities, and Insurance companies; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $15.1B across 1,086 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Robert Markham personally.
Reported ETF positions
Private Advisor Group reports 1,086 ETF positions worth $15.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $523.5M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $427.5M |
| SPY — SPDR S&P 500 ETF TRUST | $412.6M |
| QQQ — Invesco QQQ Trust, Series 1 | $368.4M |
| QQQM — Invesco NASDAQ 100 ETF | $333.5M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Private Advisor Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $288.7M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $80.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $19.8M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | TBIL — F/m US Treasury 3 Month Bill Fund | $54.1M | Top 99.4% | Replicability (R²) 37.1% · Residual Sharpe 2.51 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Private Advisor Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Pension Consultant
- Real Estate Broker or Dealer
Contact
The firm's filed contact details.
Official record
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