Robert Cenko
Robert Cenko is a registered investment advisor at Reliance Investing, INC., based in San Diego, CA, with 21 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 147 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RELiANCE Investing charges a percentage of your portfolio to manage your investments. The exact fee is negotiated with each client, but the maximum fee is 2% per year. The fee depends on factors like account size, how actively you want your investments managed, and the complexity of your financial situation.
Location
8322 Claremont Mesa Blvd. Suite 110, San Diego, CA, 92111
Get directionsHistory
Regulatory History (9)
Employment Separation After Allegations
June 2016Judgment / Lien
April 2012Judgment / Lien
May 2011Judgment / Lien
May 2010Judgment / Lien
May 2009Judgment / Lien
January 2009Judgment / Lien
July 2007Judgment / Lien
April 2005Judgment / Lien
March 2005Other Business ActivitiesSells Insurance
Robert is an insurance agent appointed with various insurance companies. He spends about 10-20% of his time on insurance-related activities.
Employment History
Current Registrations
Reliance Investing, INC.
Previous Registrations
Sterling Global Strategies, LLC
Northwest Asset Management
Western Wealth Management
LPL Financial LLC
Northwestern Mutual Investment Services,llc
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.