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Robert Mrozek is a registered investment advisor, based in New Castle, PA, with 26 years of industry experience.
Location
2210 W. State St., New Castle, PA, 16101
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Regulatory History (1)
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Financial
March 2018Final
Other Business ActivitiesSells Insurance
Robert is an independent insurance agent for various companies since 1999, dedicating a few hours per week. He also owns office rental space and short-term rental properties, and is president of Morzek Properties, LLC, none of which are investment-related. Finally, Robert is an advisory representative of a registered investment advisor, spending nearly full-time hours in this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
July 2016 - Present · 9 yrs 10 mos
Cambridge Investment Research Advisors, INC.
July 2016 - Present · 9 yrs 10 mos
Cambridge Investment Research, INC.Broker
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Sterne Agee Investment Advisor Services, INC.
January 2015 - July 2016 · 1 yr 6 mos
Sterne Agee Financial Services, INC.Broker
September 2014 - July 2016 · 1 yr 10 mos
Sterne Agee Investment Advisor Services, INC.
May 2003 - January 2015 · 11 yrs 8 mos
Wrp Investments, INC.Broker
April 1999 - September 2014 · 15 yrs 5 mos
State Registrations15 states
AZCACTFLKYMINCNVOHPASCTNTXVAWV
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.