Robert Cowan is a registered investment advisor, based in Pittsburgh, PA, with 33 years of industry experience.
Location
2140 Ardmore Blvd, Pittsburgh, PA, 15221
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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 involved in sales of equity indexed annuities through Avantax Insurance Agency/Services since 2015, dedicating about a quarter of his time. He also owns and manages Cowan Tax & Financial Services and Robert W. Cowan, EA, both focused on tax preparation and accounting, dedicating nearly full-time hours to these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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