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Richard Staszak
24 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance
Richard Staszak is a registered investment advisor at Cetera Investment Advisers LLC, based in Pittsburgh, PA, with 24 years of industry experience. Richard 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
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Location
Foster Plaza 5, 651 Hoilday Drive Suite 300, Pittsburgh, PA, 15220
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2016Settled
Other Business ActivitiesSells Insurance
Richard sells fixed insurance products, including life, disability, annuities, LTC, VUL, and LIRPs. The filing does not specify how much time Richard spends on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
August 2005 - Present · 20 yrs 9 mos
Previous Registrations
Cetera Advisor Networks LLC
September 2006 - June 2023 · 16 yrs 9 mos
Edward JonesBroker
April 2001 - May 2005 · 4 yrs 1 mo
State Registrations2 states
FLPA
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.