Robert Reed
Robert Reed is a registered investment advisor at Cetera Investment Advisers LLC, based in Melville, NY, 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
Firm Size
IM Fee
Assets Under Management
Location
1895 Walt Whitman Rd Ste 6, Melville, NY, 11747
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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 sells life insurance, annuities, and long-term care through various companies since 2019. He also owns Manchester Financial since 1990, managing its operations as a financial advisor, and works as a financial professional at North Ridge Wealth Planning since 2019, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
Long Island Network Securities, INC.Broker
Descap Securities, INC.Broker
First Investors CorporationBroker
State Registrations7 states
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