RM
RM

Robert Mastrangelo

29 Years of Experience
North Royalton, OH
BrokerSells Insurance

Robert Mastrangelo is a registered investment advisor at Cetera Investment Advisers LLC, based in North Royalton, OH, with 29 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

5171 Wallings Rd Ste 130, North Royalton, OH, 44133

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Robert works as an insurance broker, marketing and selling fixed insurance products like LTC and UL policies, dedicating minimal time to this. He also works as a poll worker, spending minimal time per week on this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 6 mos
Cetera Advisors LLCBroker
July 2007 - Present · 19 yrs 2 mos
Previous Registrations
Cetera Advisors LLC
July 2007 - March 2024 · 16 yrs 8 mos
Legacy Advisory Services, INC.
January 2005 - July 2007 · 2 yrs 6 mos
Legacy Financial Services, INC.Broker
January 2005 - July 2007 · 2 yrs 6 mos
Lincoln Financial Advisors Corporation
January 2001 - January 2005 · 4 yrs
Lincoln Financial Advisors CorporationBroker
October 2000 - January 2005 · 4 yrs 3 mos
The Lincoln National Life Insurance CompanyBroker
October 2000 - January 2005 · 4 yrs 3 mos
Pruco Securities CorporationBroker
November 1999 - October 2000 · 11 mos
Signator Investors, INC.Broker
February 1997 - November 1999 · 2 yrs 9 mos
John Hancock Mutual Life Insurance CompanyBroker
February 1997 - May 1997 · 3 mos
State Registrations3 states
CANYOH
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.