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Robert Stahler

29 Years of Experience
Cockeysville, MD
1 DisclosureBrokerSells Insurance

Robert Stahler is a registered investment advisor, based in Cockeysville, MD, with 29 years of industry experience.

Location

1516 Applecroft Lane, Cockeysville, MD, 21030

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History

Regulatory History (1)
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Customer Dispute
April 2024
Denied
Other Business ActivitiesSells Insurance

Robert is a trustee, spends minimal time selling equity indexed annuities through Avantax Insurance Agency, LLC, and provides tax preparation/accounting services, taking up nearly a full-time commitment. He also works as an independent contractor for Total Adm Service, dedicating minimal time to referrals.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
January 1999 - September 2025 · 26 yrs 8 mos
Avantax Investment Services, INC.Broker
February 1997 - September 2025 · 28 yrs 7 mos
State Registrations14 states
DCDEFLILINMAMDNCNENJNYPAVAWV
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.
Robert Stahler - Financial Advisor | TrueAdvisor