Robert Kriz
Robert Kriz is a registered investment advisor at Cetera Investment Advisers LLC, based in Santa Barbara, CA, with 1 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
3700 State St Ste 230, Santa Barbara, CA, 93105
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert works as an administrative assistant for Santa Barbara Coastal Advisors, a financial services firm, since June 2022. This takes about a quarter of his time, including some hours during trading hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
State Registrations1 state
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