RP
RP

Robert Palombo

26 Years of Experience
Wantagh, NY
BrokerSells Insurance

Robert Palombo is a registered investment advisor at Cetera Investment Advisers LLC, based in Wantagh, NY, with 26 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
Loading...

Location

3375 Park Avenue, Ste 3004A, Wantagh, NY, 11793

Get directions

History

Regulatory History
Clean regulatory record

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 owns an accounting and tax preparation business, dedicating a significant portion of his time to it. He also works as an insurance agent selling health insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Financial Specialists LLCBroker
July 2001 - Present · 24 yrs 10 mos
Previous Registrations
Wma Securities, INC.Broker
October 1999 - February 2001 · 1 yr 4 mos
State Registrations3 states
FLNYPA
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.