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Richard Laskin

33 Years of Experience
East Brunswick, NJ
2 DisclosuresBrokerSells Insurance

Richard Laskin is a registered investment advisor at Cetera Investment Advisers LLC, based in East Brunswick, NJ, with 33 years of industry experience. Richard 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

23 Brunswick Woods Ddr, East Brunswick, NJ, 08816

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History

Regulatory History (2)
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Customer Dispute
September 2019
Pending
Customer Dispute
October 2003
Settled
Other Business ActivitiesSells Insurance

Richard sells fixed insurance products, including life insurance and annuities, with various companies, dedicating a few hours per week. He is also the President of Brunswick Wealth Management LLC and a financial advisor at Professional Planning Associates, Inc., spending full-time hours between the two. Richard is also the owner/president of 420 Main Street Partners Inc, a pass-through entity for tax purposes, requiring minimal time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
November 2017 - Present · 8 yrs 10 mos
Previous Registrations
Cetera Advisors LLC
June 2019 - March 2024 · 4 yrs 9 mos
Sii Investments, INC.Broker
December 2008 - November 2017 · 8 yrs 11 mos
Cadaret, Grant & CO., INC.Broker
March 1994 - December 2008 · 14 yrs 9 mos
Putnam Mutual Funds CORP.Broker
November 1992 - January 1994 · 1 yr 2 mos
First Investors CorporationBroker
March 1992 - October 1992 · 7 mos
State Registrations16 states
AZCADEFLGAMDMEMINCNJNYPASCTNVAWA
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.