Robert Harte
Robert Harte is a registered investment advisor at Cetera Investment Advisers LLC, based in Torrance, CA, 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
25500 Hawthorne Blvd Ste 1140, Torrance, CA, 90505
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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 fixed insurance products since January 2024, dedicating minimal time to this activity. He is also the Treasurer/Financial Professional at Freitas Harte Planning, LLC, a financial services firm, spending about a quarter of his time on this investment-related activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
American Pacific Securities CorporationBroker
Universal Heritage Investments CorporationBroker
Planvest Capital CorporationBroker
State Registrations25 states
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