Robert Sean Kriz
Investment adviser representative at Cetera Investment Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Cetera Investment Advisers LLCMay 2025 to now
- Cetera Wealth Services, LLCSep 2024 to now
- Santa Barbara Coastal AdvisorsJun 2022 to now
- Cetera Advisor Networks LLCJun 2022 to Sep 2024
- Bluestar ValetFeb 2022 to Jun 2022
- InstacartDec 2020 to Dec 2023
- Kyles KitchenJun 2019 to Feb 2022
- UnemployedSep 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7587906
- Firm CRD
- 105644