Robert Crews
Robert Crews is a registered investment advisor at Cetera Investment Advisers LLC, based in Heathrow, FL, with 8 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
1275 Lake Heathrow Lane, Heathrow, FL, 32746
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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 a financial advisor/partner at Solutions Group providing securities, investment, and insurance products and services. He is also a partner in Solutions Group Assurance Services (accounting/tax) and Solutions Group Mortgage (mortgage brokerage, a few hours per week), and owner of Crews Tax & Accounting Services (minimal time).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations28 states
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