Robert Jeffrey Meltzer
Investment adviser representative at Cetera Investment Advisers LLC
17 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Robert Jeffrey Meltzer? Claim your profile
Contact this firm
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
17 years in the industry.
- Cetera Investment Advisers LLCAug 2023 to now
- Cetera Wealth Services, LLCAug 2023 to now
- Securian Financial Advisors of NdOct 2020 to now
- Minnesota Life Insurance CoOct 2020 to Aug 2023
- Securian Financial Services IncOct 2020 to Aug 2023
- Principal Securities IncMar 2016 to Oct 2020
- Principal Life Insurance CompanySep 2009 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (ND, 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
- 4487950
- Firm CRD
- 105644