Robert Colley is a CFP-designated registered investment advisor, based in Glenville, NY, with 45 years of industry experience.
Location
Glenville, NY
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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 is affiliated with Colley & Company as a registered investment advisory firm and sells various insurance products, including life, health, and annuities. Additionally, Robert works as a compensated at-home caregiver/personal assistant for an elderly family member, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cornerstone Financial Advisors
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
J.M. Witzenburg Securities CorporationBroker
Individual's Securities LTD.Broker
State Registrations11 states
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