RA
CFP
RA
CFP

Robert Anthony

10 Years of Experience
St. Louis, MO
Broker

Robert Anthony is a CFP-designated registered investment advisor, based in St. Louis, MO, with 10 years of industry experience.

Location

5700 Oakland Avenue, Suite 400, St. Louis, MO, 63110

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Robert works as a financial advisor for Renaissance Financial, providing financial services. This takes about a quarter of his time, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - November 2024 · 6 yrs 4 mos
Strategic Advisers LLC
April 2016 - July 2018 · 2 yrs 3 mos
Fidelity Brokerage Services LLCBroker
August 2015 - November 2024 · 9 yrs 3 mos
State Registrations7 states
COFLILINKYMNMO
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.
Robert Anthony - Financial Advisor | TrueAdvisor