RB
RB

Robert Baitt

12 Years of Experience
Cleveland, OH
BrokerSells Insurance

Robert Baitt is a registered investment advisor at Cetera Investment Advisers LLC, based in Cleveland, OH, with 12 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

6200 Rockside Rd, Cleveland, OH, 44131

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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 sells fixed insurance products including life, health, disability, annuities, and long-term care, dedicating a few hours per week. He also works as a financial advisor at Vantage Financial Group, Inc. full-time, owns rental properties, and oversees DB Floors LLC.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
December 2019 - Present · 6 yrs 5 mos
Cetera Wealth Services, LLCBroker
December 2019 - Present · 6 yrs 5 mos
Previous Registrations
Cetera Advisor Networks LLC
December 2019 - June 2023 · 3 yrs 6 mos
J.P. Morgan Securities LLC
July 2019 - December 2019 · 5 mos
J.P. Morgan Securities LLCBroker
July 2019 - December 2019 · 5 mos
Morgan Stanley
September 2013 - July 2019 · 5 yrs 10 mos
Morgan StanleyBroker
August 2013 - July 2019 · 5 yrs 11 mos
State Registrations11 states
CACODCFLILMDMINCOHPAWV
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.