RD
RD

Robert Dunne

24 Years of Experience
Schaumburg, IL
Broker

Robert Dunne is a registered investment advisor at Cetera Investment Advisers LLC, based in Schaumburg, IL, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1450 American Lane, 6th Floor, Suite #650, Schaumburg, IL, 60173

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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.

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Other Business Activities

Robert is a sole proprietor who designs and develops websites, provides email marketing, and offers technology consulting for local communities and small businesses since June 2022. This takes a few hours per week, some of which occur during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLC
October 2022 - Present · 3 yrs 11 mos
Cetera Advisors LLCBroker
October 2022 - Present · 3 yrs 11 mos
Cetera Wealth Services, LLCBroker
October 2022 - Present · 3 yrs 11 mos
Cetera Investment Services LLCBroker
October 2022 - Present · 3 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
October 2022 - June 2023 · 8 mos
Lasalle St. Investment Advisors, L.L.C.
July 2006 - June 2022 · 15 yrs 11 mos
Lasalle St Securities, L.L.C.Broker
June 2003 - June 2022 · 19 yrs
Lasalle St Securities, L.L.C.Broker
August 2001 - February 2003 · 1 yr 6 mos
State Registrations1 state
IL
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Dunne - Financial Advisor | TrueAdvisor