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Robert Wroblewski

9 Years of Experience
Miami, FL
Broker

Robert Wroblewski is a registered investment advisor at Cetera Investment Advisers LLC, based in Miami, FL, with 9 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

10800 Biscayne Blvd, Ste 725, Miami, FL, 33161

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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 business development manager at Treece Financial Group, dedicating about a quarter of his time to account applications and sales objectives. He also works as a loan originator for Nations Trust Mortgage, spending minimal time processing mortgage loans, and volunteers preparing tax forms.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2024 - Present · 2 yrs 3 mos
Cetera Advisors LLCBroker
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
August 2019 - March 2024 · 4 yrs 7 mos
LPL Financial CorporationBroker
February 2009 - April 2009 · 2 mos
Ifmg Securities, INC.Broker
March 2007 - January 2008 · 10 mos
Northwestern Mutual Investment Services, LLCBroker
August 2006 - January 2007 · 5 mos
State Registrations1 state
FL
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.
Robert Wroblewski - Financial Advisor | TrueAdvisor