Robert Newland
Robert Newland is a registered investment advisor at Cetera Investment Advisers LLC, based in Beltsville, MD, with 41 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
10710 Baltimore Ave, Beltsville, MD, 20705
Get directionsHistory
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 Activities
Robert is the volunteer treasurer of a non-profit organization, Kiwanis Foundation, and provides accounting and tax services to clients through Monthly Acctg & Tax Svc and Robert C. Newland Associates. He also dedicates nearly full-time hours to operational/marketing activities for Newland Financial Services and NFS Wealth Management.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
PFS Investments INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations21 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.