Robbie Motty is a registered investment advisor, based in Viera, FL, with 19 years of industry experience.
Location
7331 Office Park Place, Suite 400, Viera, FL, 32940
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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
Robbie owns Motty CPA & Wealth Management, a financial services practice. Robbie is also an agent for Avantax Insurance Agency/Services, focusing on insurance sales and client service, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations3 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.