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Robert Eastmann
31 Years of Experience
Boca Raton, FL
3 DisclosuresBrokerSells Insurance
Robert Eastmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 31 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
5550 Glades Rd Ste 500, Boca Raton, FL, 33431
Get directionsHistory
Regulatory History (3)
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Employment Separation After Allegations
May 2012Customer Dispute
March 2012Denied
Customer Dispute
July 2000Settled
Other Business ActivitiesSells Insurance
Robert operates under the DBAs E & B Wealth Management Inc and Eastmann Financial Group for financial services and fixed insurance. He also coaches two girls' basketball teams, dedicating a few hours per week to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLCBroker
May 2012 - Present · 14 yrs
Cetera Advisors LLC
May 2012 - Present · 14 yrs
Previous Registrations
Cetera Advisors LLC
May 2012 - March 2024 · 11 yrs 10 mos
LPL Financial LLC
May 2007 - June 2012 · 5 yrs 1 mo
LPL Financial LLCBroker
May 2007 - June 2012 · 5 yrs 1 mo
New England Securities Corporation
July 2000 - May 2007 · 6 yrs 10 mos
New England SecuritiesBroker
July 2000 - May 2007 · 6 yrs 10 mos
Nylife Securities INC.Broker
January 1995 - July 2000 · 5 yrs 6 mos
Pruco Securities CorporationBroker
November 1994 - November 1994 · 0 mos
State Registrations16 states
CACOFLGAILINKSNCNJNYORPASCSDTXVA
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.