Robert Ervolina is a registered investment advisor, based in Cheektowaga, NY, with 26 years of industry experience.
Location
2562 Walden Ave, Suite 101, Cheektowaga, NY, 14225
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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 an insurance agent selling various insurance products through Advantax, including equity index annuities, dedicating a few hours per week. He is also the CEO of Lifetime Wealth Management Group, Inc., focusing on financial and estate planning, which is a full-time commitment. Robert is also the sole trustee of his grandfather's estate, requiring minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Securities America Advisors, INC.
Securities America, INC.Broker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Next Financial Group, INC.Broker
United Securities Alliance, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 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.