Robert Edelson
Robert Edelson is a registered investment advisor at Cetera Investment Advisers LLC, based in Hillsborough, NJ, with 20 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
Hillsborough, NJ
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2019Other Business ActivitiesSells Insurance
Robert sells fixed insurance products, including life, annuities, and long-term care, as an insurance agent, dedicating a few hours per week. He also works as a financial advisor with Malecki Financial Group full-time and resells items on eBay, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Columbia Management Advisors, INC.
State Registrations4 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.