Robert Forrester
Robert Forrester is a registered investment advisor at Cetera Investment Advisers LLC, based in Rocky Point, NY, with 9 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
27 Fairway Drive, Rocky Point, NY, 11778
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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 sells fixed insurance products including life, health, disability, annuities, and long-term care as an insurance agent. He is also the President/Financial Professional for The Lion's Share Wealth Management Inc., and an owner/enrolled agent for LSWM LLC, providing tax and bookkeeping services, and a staff accountant at MacDonald, Rand & Vollaro LLP.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
National Asset Management, INC.
National Securities CorporationBroker
State Registrations4 states
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