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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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Regulatory History (1)
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Customer Dispute
April 2024Denied
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.