Robert Stern is a registered investment advisor, based in Stevenson Ranch, CA, with 27 years of industry experience.
Location
24961 the Old Road, 2nd Floor, Stevenson Ranch, CA, 91381
Get directionsHistory
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 involved in tax preparation/accounting through Stern, Kory, Sreden & Morgan, dedicating nearly full-time hours. He is also an independent insurance agent and treasurer for two foundations, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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