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Robert Elwell
7 Years of Experience
Springfield, PA
Broker
Robert Elwell is a registered investment advisor at Cetera Investment Advisers LLC, based in Springfield, PA, with 7 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
943 West Sproul Road, Springfield, PA, 19064
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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.
Learn about disclosures →Employment History
Current Registrations
Cetera Investment Services LLCBroker
December 2024 - Present · 1 yr 5 mos
Cetera Investment Advisers LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Cuso Financial Services, L.P.
November 2020 - December 2024 · 4 yrs 1 mo
Cuso Financial Services, L.P.Broker
November 2020 - December 2024 · 4 yrs 1 mo
Citizens Investment Services
September 2018 - November 2020 · 2 yrs 2 mos
Citizens Securities, INC.Broker
September 2018 - November 2020 · 2 yrs 2 mos
AXA Advisors, LLC
June 2018 - September 2018 · 3 mos
AXA Advisors, LLCBroker
April 2018 - September 2018 · 5 mos
State Registrations7 states
CADEFLNJPASCTX
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.