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Robert Russoli

21 Years of Experience
Towson, MD
Broker

Robert Russoli is a registered investment advisor at Cetera Investment Advisers LLC, based in Towson, MD, with 21 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

501 Fairmount Ave, Towson, MD, 21286

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert is a registered representative with Orrstown Financial Advisors, managing the trust department and supervising advisors, which takes a full-time commitment. He also serves as a board member for the Harrisburg Masonic Temple and a trustee for Harrisburg-Snyder Lodge #629, spending minimal time on each.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2004 - Present · 21 yrs 11 mos
Cetera Wealth Services, LLC
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
Wheatland Advisors INC
August 2017 - August 2020 · 3 yrs
Cetera Advisor Networks LLC
June 2006 - June 2023 · 17 yrs
State Registrations12 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.