Robert Celeste
Robert Celeste is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 44 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3131 Camino Del Rio N Ste 300, San Diego, CA, 92108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating minimal time to this activity. He is also the trustee of the Michele T. Celeste Trust and operates under the DBA Celeste Financial Group, offering financial services through the broker-dealer.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Fsc Securities CorporationBroker
State Registrations18 states
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