Robert Peller
Investment adviser representative at The Ameriflex Group
21 yearsExperience
1 stateRegistered in
$9.7BFirm assets
6 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
21 years in the industry.
- The Ameriflex GroupMar 2026 to now
- Cambridge Investment Research, Inc.Mar 2026 to now
- Kestra Advisory Services, LLCFeb 2023 to Mar 2026
- Kestra Investment Services, LLCFeb 2023 to Mar 2026
- Premier Exhibitions IncOct 2014 to Jul 2017
- Cetera Investment Advisers LLCNov 2006 to Feb 2023
- Cetera Financial Specialists LLCOct 2005 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 1 state (NY).
The Ameriflex Group
Legal name: The Ameriflex Group, Inc.
$9.7BAssets managed
16,203Clients
212Advisers
6 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
- 4073140
- Firm CRD
- 305585