RD
RD
Robert Dulskis
42 Years of Experience
Charlotte, NC
Broker
Robert Dulskis is a registered investment advisor at Cetera Investment Advisers LLC, based in Charlotte, NC, with 42 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
15720 Brixham Hill Ave, Ste 300, Charlotte, NC, 28277
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
September 2014 - May 2021 · 6 yrs 8 mos
Summit Brokerage Services, INC.Broker
November 2007 - September 2019 · 11 yrs 10 mos
Wachovia Securities Financial Network, LLCBroker
August 1999 - November 2007 · 8 yrs 3 mos
Marion Bass Securities CorporationBroker
June 1988 - July 1999 · 11 yrs 1 mo
American Express Financial Advisors INC.Broker
July 1983 - March 1988 · 4 yrs 8 mos
Ids Financial Services INC.Broker
July 1983 - December 1986 · 3 yrs 5 mos
State Registrations4 states
FLNCVAWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.