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Robert Loricco

1 Year of Experience
New Haven, CT
Broker

Robert Loricco is a registered investment advisor at Cetera Investment Advisers LLC, based in New Haven, CT, 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

470 James Street, New Haven, CT, 06513

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Robert is the head coach for boys' varsity lacrosse at Hopkins School, dedicating a few hours per week. He is also a lacrosse coach for Dragons Lacrosse Club, spending minimal time, and a financial professional intern at Wooster Square Advisors, taking about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2025 - Present · 1 yr 4 mos
Cetera Wealth Services, LLCBroker
March 2025 - Present · 1 yr 6 mos
State Registrations2 states
CTFL
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.