Robert Donald elijah Morgan
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$256.8BFirm assets
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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.
- Align Wealth AdvisoryFeb 2026 to now
- Cetera Investment Advisers LLCSep 2025 to now
- Cetera Investment AdvisorSep 2025 to now
- Cetera Wealth Services, LLCSep 2025 to now
- Morgan Financial Group LLCNov 2021 to now
- Avantax Investment Services Inc.Oct 2022 to Sep 2025
- Avantax Advisory ServicesDec 2021 to Sep 2025
- Avantax Insurance Agency And/or Avantax Insurance Services.Dec 2021 to Sep 2025
- Avantax Insurance Agency, LLCDec 2021 to Dec 2021
- Seeking AlphaJul 2021 to Nov 2021
- Second Chance AccountingJun 2021 to Dec 2021
- Northwestern MutualMar 2021 to Apr 2021
- Shelton AccountingNov 2020 to Feb 2021
- StudentSep 2018 to Oct 2020
- Lake Ridge Rv ResortMay 2016 to Aug 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
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
- 7220719
- Firm CRD
- 105644