Robert Sayre
Robert Sayre is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Woolwich Township, NJ, with 22 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
Woolwich Township, NJ
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells life, health, disability, annuities, and long-term care insurance as an insurance agent, dedicating full-time hours to this activity. He is also the president of Phyxius Capital Management, an S-Corp for tax purposes, a principal at Mid-Atlantic Wealth Advisory Group, and owns rental property, dedicating minimal time to the latter two.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Sageview Advisory Group, LLC
Cetera Advisor Networks LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 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.