RM
RM

Robert Musselman

19 Years of Experience
Harleysville, PA
BrokerSells Insurance

Robert Musselman is a registered investment advisor at Cetera Investment Advisers LLC, based in Harleysville, PA, with 19 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

173 Main St Suite B, Harleysville, PA, 19438

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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 ActivitiesSells Insurance

Robert is the President of Musselman Financial Solutions, LLC, involved in the sale of fixed insurance, securities, and investment products, taking nearly full-time. He is also an independent insurance agent selling fixed insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
April 2007 - June 2021 · 14 yrs 2 mos
Voya Financial Advisors, INC.Broker
March 2007 - June 2021 · 14 yrs 3 mos
State Registrations11 states
CACODEFLGAMNNCNJPASCTX
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.