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Robert Obraitis
35 Years of Experience
Lansdowne, VA
7 DisclosuresBrokerSells Insurance
Robert Obraitis is a registered investment advisor, based in Lansdowne, VA, with 35 years of industry experience.
Location
19460 Golf Vista Plaza, Lansdowne, VA, 20176
Get directionsHistory
Regulatory History (7)
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Customer Dispute
December 2025Denied
Customer Dispute
September 2025Denied
Customer Dispute
November 2024Denied
Customer Dispute
December 2016Denied
Customer Dispute
June 2016Denied
Customer Dispute
May 1999Settled
Customer Dispute
August 1994Award / Judgment
Other Business ActivitiesSells Insurance
Robert is an investment advisor representative (IAR) and registered investment advisor (RIA) with Summit Financial d/b/a Lansdowne Private Wealth Management, dedicating full-time hours. He also provides fixed insurance advice and manages several LLCs and a charitable foundation, each requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
April 2025 - Present · 1 yr 1 mo
Summit Financial, LLC
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Cambridge Investment Research, INC.Broker
February 2014 - April 2025 · 11 yrs 2 mos
Cambridge Investment Research Advisors, INC.
February 2014 - April 2025 · 11 yrs 2 mos
AXA Advisors, LLCBroker
May 2009 - March 2014 · 4 yrs 10 mos
AXA Advisors, LLC
May 2009 - March 2014 · 4 yrs 10 mos
Ing Financial Partners, INC
July 2002 - June 2009 · 6 yrs 11 mos
Ing Financial Partners, INC.Broker
June 2002 - June 2009 · 7 yrs
Prudential Securities Incorporated
January 1999 - July 2002 · 3 yrs 6 mos
Prudential Securities IncorporatedBroker
November 1998 - July 2002 · 3 yrs 8 mos
American Fronteer Financial CorporationBroker
May 1994 - November 1998 · 4 yrs 6 mos
F.N. Wolf & CO., INC.Broker
February 1991 - June 1994 · 3 yrs 4 mos
State Registrations40 states
AKALARAZCACOCTDCDEFLGAIAILINLAMAMDMEMIMNMSMTNCNDNENJNMNVNYOHOKORPASCTNTXVAWAWIWV
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.