Robert Smith
Robert Smith is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Canonsburg, PA, with 51 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
400 Southpointe Blvd Ste 430, Canonsburg, PA, 15317
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Regulatory History (1)
Customer Dispute
March 2011Other Business ActivitiesSells Insurance
Robert is an insurance agent selling life, disability, annuities, and long-term care products through R & M Smith Partners, Inc., dedicating minimal time. He also works as an investment advisor representative (IAR) with Southpointe Financial Services, spending about a quarter of his time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Vantage Financial Group, INC.
Walnut Street Securities, INC.
Walnut Street Securities, INC.Broker
Southpointe Financial Services
Walnut Street Advisers INC
Walnut Street Securities, INC.Broker
Cigna Financial Advisors,inc.Broker
State Registrations1 state
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.