Robert Charles Tressler
Investment adviser representative at Cetera Investment Advisers LLC
13 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Robert Charles Tressler? 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
13 years in the industry.
- Na OccasionJul 2024 to now
- Cetera Investment Advisers LLCApr 2023 to now
- Cetera Financial Specialists, LLCOct 2022 to now
- Rkl Venutres, LLC dba Na OccasionJan 2023 to Jul 2024
- Robinhood Markets, IncDec 2020 to Oct 2022
- Robinhood Financial, LLCApr 2020 to Dec 2020
- UnemployedDec 2019 to Apr 2020
- J.P. Morgan Securities LLCMar 2019 to Nov 2019
- Merrill EdgeOct 2018 to Mar 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2018 to Mar 2019
- UnemployedJun 2018 to Oct 2018
- Thurgood Marshall College FundAug 2017 to May 2018
- Data Capital ManagementJun 2017 to Jan 2018
- Medgar Evers College CunyJan 2015 to Jun 2018
- One On One Physical Therapy LLCNov 2013 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7030437
- Firm CRD
- 105644