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Robert Endicott

27 Years of Experience
Danvers, MA
BrokerSells Insurance

Robert Endicott is a registered investment advisor at Cetera Investment Advisers LLC, based in Danvers, MA, with 27 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

150A Andover Street, Suite 11B, Danvers, MA, 01923

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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 is an agent selling life, health, annuities, and long-term care insurance with various companies since 2016. This takes up a full-time commitment, with approximately 40 hours per week dedicated to the business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
October 2016 - Present · 9 yrs 9 mos
Previous Registrations
Cetera Advisors LLC
October 2016 - March 2024 · 7 yrs 5 mos
Investors Capital Advisory
October 2006 - October 2016 · 10 yrs
Investors Capital CORP.Broker
January 2005 - October 2016 · 11 yrs 9 mos
PFS Investments INC.Broker
October 1998 - January 2005 · 6 yrs 3 mos
State Registrations41 states
ALARAZCACOCTDCDEFLGAIAIDILINKYLAMAMDMEMIMNMOMSNCNENHNJNMNYOHOKPARISCTNTXVAVTWAWIWV
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.