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Robert Michael Crews

Investment adviser representative at Cetera Investment Advisers LLC
10 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

10 years in the industry.

  1. Cetera Investment Advisers LLCJan 2025 to now
  2. Cetera Wealth Services, LLCJan 2025 to now
  3. (dba) Solutions Group (solutions Group Wealth Mgmt LLC)Jan 2019 to now
  4. Solutions Group (solutions Group Assurance ServicesJan 2019 to now
  5. Concourse Financial Group Securities IncJul 2017 to Feb 2025
  6. Crews Tax & Accounting LLCFeb 2017 to Dec 2018
  7. Dickson & Mcdonald, PaJan 2017 to Dec 2017
  8. Millares and CompanyJan 2016 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2015

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
6497341
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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