RD
RD
Robert Dibella
37 Years of Experience
Melbourne, FL
5 DisclosuresBrokerSells Insurance
Robert Dibella is a registered investment advisor at Cetera Investment Advisers LLC, based in Melbourne, FL, with 37 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
Melbourne, FL
Get directionsHistory
Regulatory History (5)
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Customer Dispute
October 2016Denied
Customer Dispute
March 2016Denied
Customer Dispute
December 2013Denied
Customer Dispute
July 1999Settled
Customer Dispute
June 1994Settled
Other Business ActivitiesSells Insurance
Robert is involved in several board member positions and fixed insurance sales. He dedicates about a quarter of his time to fixed insurance sales through OMNI Financial Services of Lee County Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLC
July 2023 - Present · 2 yrs 10 mos
Cetera Wealth Services, LLCBroker
July 2023 - Present · 2 yrs 10 mos
Previous Registrations
Securian Financial Services, INC.
April 2017 - August 2023 · 6 yrs 4 mos
Securian Financial Services, INC.Broker
March 2017 - August 2023 · 6 yrs 5 mos
Msi Financial Services, INC.
December 2006 - February 2017 · 10 yrs 2 mos
Msi Financial Services, INC.Broker
June 2006 - February 2017 · 10 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
June 2006 - July 2007 · 1 yr 1 mo
Lincoln Financial Distributors, INC.Broker
January 2004 - February 2005 · 1 yr 1 mo
Veravest Investments, INC.Broker
September 2002 - November 2003 · 1 yr 2 mos
Mfs Fund Distributors, INC.Broker
November 1996 - May 2002 · 5 yrs 6 mos
Painewebber IncorporatedBroker
January 1987 - August 1996 · 9 yrs 7 mos
State Registrations5 states
FLGANMNYSC
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.