Robert Mark Smith
Investment adviser representative at Cetera Investment Advisers LLC
49 yearsExperience
1 stateRegistered 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
49 years in the industry.
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Scientific Equipment Leasing, LLCMar 2021 to now
- Robert Smith, CpaJan 2020 to now
- Jdp, Qof, LLCNov 2019 to now
- Bond Investments, LLCOct 2001 to now
- 7979 W Saginaw, LLCNov 1995 to now
- The Crossing Place, Inc.Feb 1991 to now
- Avantax Advisory ServicesSep 2022 to Sep 2025
- Avantax Investment Services, Inc.Sep 2022 to Sep 2025
- Avantax Advisory ServicesOct 2019 to Feb 2022
- Avantax Investment Services, Inc.Oct 2019 to Feb 2022
- Avantax Insurance Agency And/or Avantax Insurance ServicesJan 2012 to Sep 2025
- Avantax Insurance Services, Inc.Jan 2012 to Feb 2022
- 1st Global Advisors, Inc.Sep 2010 to Oct 2019
- 1st Global Capital CorpSep 2010 to Oct 2019
- Colbrook Development, LLCJan 1999 to May 2025
- Bond & Company, P.C.Aug 1977 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 3086359
- Firm CRD
- 105644