Robert Waite
Robert Waite is a registered investment advisor at Cetera Investment Advisers LLC, based in Gloversville, NY, with 24 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
1728 State Hwy 29, Ste 2, Gloversville, NY, 12078
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Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Robert is the VP/BOD of Sacandaga Bible Conference, a summer camp, and president/50% shareholder of R&A Waite, Inc., an accounting and tax business, dedicating about 30 hours per week. He also sells New York State statutory disability insurance and prepares payrolls for businesses, spending a few hours per week on the latter.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations11 states
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