Robert Blocker is a registered investment advisor, based in Morris Plains, NJ, with 28 years of industry experience.
Location
Morris Plains, NJ
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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 affiliated with Avantax Insurance Agency/Services selling equity indexed annuities, spending a few hours per week. He is also a partner at Bridgehaven Capital, LLC, involved with mortgage loans, dedicating minimal time. Additionally, Robert manages Robert S. Blocker, CPA, providing tax preparation and accounting services, which is a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
H.D. Vest Advisory Services, INC
H.D. Vest Advisory Services, INC
Avantax Investment Services, INC.Broker
State Registrations8 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.