Robert Chapman
Robert Chapman is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Pittsford, 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
Firm Size
IM Fee
Assets Under Management
Location
1163 Pittsford-Victor Road, Suite 130, Pittsford, NY, 14534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is a CPA and President of Chapman & Co CPA, P.C., dedicating about 10-20% of his time, and President of New York Payroll Relief Corp, dedicating minimal time. He also owns Compass Wealth LLC, a DBA for fixed insurance and investment activities, spending about a quarter of his time, and is an insurance agent for The Pietsch Financial Group, Inc. and other companies, dedicating a few hours per week to each. Finally, he is a member/investor of Hearts Embraced, LLC and manager of Vainilla Sprinkles, LLC, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
State Registrations11 states
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