Robert Mathias
Robert Mathias is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Nyack, NY, with 34 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
Firm Size
IM Fee
Assets Under Management
Location
15 North Mill Street, Nyack, NY, 10960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an insurance agent for Concepts in Planning since 2011, spending a few hours per week on insurance sales. He is also the president of a dormant RIA, Interstate Financial Group, but dedicates no time to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wrp Investments, INC.
Wrp Investments, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Gerald S. Berger, INC.Broker
1717 Capital Management CompanyBroker
Gerald S. Berger, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations21 states
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.