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Robert Eastmann

Cetera Investment Advisers LLC
31 Years of Experience
Boca Raton, FL
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Eastmann is a registered investment advisor at Cetera Investment Advisers LLC, based in Boca Raton, FL, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Cetera Investment Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10471 advisors
IM Fee
Planning only
Assets Under Management
$256.8B

Location

5550 Glades Rd Ste 500, Boca Raton, FL, 33431

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History

Regulatory History (3)
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Employment Separation After Allegations
May 2012
Customer Dispute
March 2012
Denied
Customer Dispute
July 2000
Settled
View Full SEC ReportHow to Read Disclosures
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 8 mos
Cetera Advisors LLC
May 2012 - Present · 14 yrs 5 mos
Cetera Advisors LLCBroker
May 2012 - Present · 14 yrs 5 mos
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 Registrations18 states
CACOFLGAHIILINKSMANCNJNYORPASCSDTXVA
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.
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