Robert Magee
Robert Magee is a registered investment advisor at Cetera Investment Advisers LLC, based in Lower Burrell, PA, 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
124 Frederick Dr, Lower Burrell, PA, 15068
Get directionsHistory
Regulatory History (31)
Judgment / Lien
May 2022Customer Dispute
November 2017Judgment / Lien
April 2016Judgment / Lien
March 2016Judgment / Lien
August 2014Judgment / Lien
June 2013Judgment / Lien
November 2012Judgment / Lien
January 2012Judgment / Lien
August 2011Judgment / Lien
May 2011Judgment / Lien
April 2011Judgment / Lien
April 2011Judgment / Lien
October 2009Judgment / Lien
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February 2009Judgment / Lien
August 2008Judgment / Lien
June 2008Judgment / Lien
March 2008Judgment / Lien
March 2008Judgment / Lien
January 2008Judgment / Lien
November 2007Judgment / Lien
December 2006Judgment / Lien
November 2006Judgment / Lien
September 2003Judgment / Lien
September 2003Judgment / Lien
April 2003Judgment / Lien
March 2003Judgment / Lien
April 2002Customer Dispute
October 1992Customer Dispute
June 1992Customer Dispute
March 1992Other Business ActivitiesSells Insurance
Robert sells life, health, disability, accident, and property & casualty insurance as an insurance agent, dedicating a few hours per week. He is also the president and sole shareholder of Family Financial Physicians LLC, and the owner of Magee Investment Associates Inc for personal use, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Waddell & Reed, INC.Broker
State Registrations8 states
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.