Robert Tarlov
Robert Tarlov is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Vero Beach, FL, with 50 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
Vero Beach, FL
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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
Robert is involved in several financial services businesses, including Paragon Financial Group, Tarlov Financial Group, and Tarlov Ford Berry Financial Group, where he sells insurance, securities, and investment products. He also works as a CPA preparing income tax returns and dedicates minimal time to the Meriden Rotary Club and Two Bridges Equestrian Homeowners Association.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ascend Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations26 states
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