Robert Goldbeck
Robert Goldbeck is a registered investment advisor at Cetera Investment Advisers LLC, based in Rockville, MD, with 3 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
1455 Research Boulevard Suite 512, Rockville, MD, 20850
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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.
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Robert works as a financial professional for Portfolio Advisory Associates, a financial services firm, since May 2024. This takes about a quarter of his time, with most of those hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
First Allied Securities, INC.Broker
State Registrations19 states
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