Robin Clay is a registered investment advisor at Cetera Investment Advisers LLC, based in Souderton, PA, with 24 years of industry experience. Robin 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
601 E Broad St, Ste 100, Souderton, PA, 18964
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robin owns Tax Returns Plus Financial Services, offering tax preparation and planning services since 2018. Robin also provides notary services, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations9 states
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