Robert Daniel Hartland
Investment adviser representative at Cetera Investment Advisers LLC
23 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- Cetera Wealth Services, LLCJan 2026 to now
- Peace Wealth ManagementJan 2026 to now
- Southshore WealthJan 2026 to now
- Ameriprise Financial Services, Inc.Nov 2016 to Jan 2026
- Linsco / Private Ledger Corp.May 2003 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2253564
- Firm CRD
- 105644