Roberta Kahn is a registered investment advisor at Cetera Investment Advisers LLC, based in Commack, NY, with 8 years of industry experience. Roberta 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
6500 Jericho Turnpike, Ste 206, Commack, NY, 11725
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Roberta is a financial professional doing business as Professional Tax Savers, dedicating nearly full-time hours to this investment-related activity. She also coaches pickleball, spending a few hours per week on this non-investment related activity.
Employment History
Current Registrations
Cetera Financial Specialists LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Invest Financial CorporationBroker
State Registrations3 states
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.