Robert Meltzer
Robert Meltzer is a registered investment advisor at Cetera Investment Advisers LLC, based in Mandan, ND, with 23 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4431 Memorial Hwy, Mandan, ND, 58554
Get directionsHistory
Regulatory History (1)
Criminal
March 2005Other Business ActivitiesSells Insurance
Robert is an agent/broker selling fixed insurance products, dedicating a few hours per week. He is also a board member for BM Symphony, meeting a couple of times per year, and a sports director for Town Square Media, spending a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Principal Securities, INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Park Avenue Securities LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations15 states
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
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