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Robert Tressler

6 Years of Experience
Erie, CO
Broker

Robert Tressler is a registered investment advisor at Cetera Investment Advisers LLC, based in Erie, CO, with 6 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

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Robert owns two YouTube channels, one reviewing non-alcoholic products since January 2023, requiring minimal time. He also owns RKL Venutres since July 2024, dedicating a few hours per week to research and development, property management, banking, and investment management.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 2 mos
Cetera Financial Specialists LLC
November 2022 - Present · 3 yrs 6 mos
Cetera Financial Specialists LLCBroker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Robinhood Financial, LLCBroker
June 2020 - August 2022 · 2 yrs 2 mos
J.P. Morgan Securities LLC
April 2019 - December 2019 · 8 mos
J.P. Morgan Securities LLCBroker
April 2019 - December 2019 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2019 - March 2019 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2018 - March 2019 · 3 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Robert Tressler - Financial Advisor | TrueAdvisor