Robert
Tressler

Cetera Investment Advisers LLC

CRD#7030437
Investment Advisor
in Erie, CO

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About this Advisor

Robert Tressler is a financial advisor based in Erie, Colorado, working with Cetera Investment Advisers LLC. Robert has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Medgar Evers College Cuny, One On One Physical Therapy LLC, Equinox Fitness, Data Capital Management, Thurgood Marshall College Fund, Merrill Edge, J.P. Morgan Securities LLC, Robinhood Financial, LLC, Robinhood Markets, Inc, Cetera Financial Specialists, LLC, Rkl Venutres, LLC Dba Na Occasion, and Cetera Investment Advisers LLC. Robert has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Robert is part of Cetera Investment Advisers LLC, which operates out of Erie, Colorado. The firm has 1,614 offices and 6,648 employees. The firm manages assets totaling $104.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Erie, CO

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$104,468,595,111

CO Average: $6,674,516,078
Total Number of Employees

6,648

CO Average: 44
Total Number of Accounts

423,554

CO Average: 2,564
Average Account Size

$246,648

CO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Robert Tressler Work History

2023 - Present (1 year)

Rkl Venutres, LLC Dba Na Occasion

2023 - Present (1 year)

Cetera Investment Advisers LLC

2022 - Present (2 years)

Cetera Financial Specialists, LLC

2020 - 2020 (< 1 year)

Robinhood Financial, LLC

2020 - 2022 (2 years)

Robinhood Markets, Inc

2019 - 2019 (< 1 year)

J.P. Morgan Securities LLC

2019 - 2019 (< 1 year)

J.P. Morgan Securities LLC

2018 - 2019 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2018 - 2019 (1 year)

Merrill Edge

2017 - 2018 (1 year)

One On One Physical Therapy LLC

2017 - 2018 (1 year)

Data Capital Management

2017 - 2018 (1 year)

Thurgood Marshall College Fund

2015 - 2018 (3 years)

Medgar Evers College Cuny

2013 - 2017 (4 years)

One On One Physical Therapy LLC

2013 - 2014 (1 year)

Equinox Fitness

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Disclosures

Please visit the SEC profile of Robert Tressler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cetera Investment Advisers LLC

Anthony Costabile
New York, NY
Carter Dye
Toledo, OH
Blake Mcginley
San Jose, CA
Nicholas Witte
Saint Louis, MO
Justin Lucas
Indianapolis, IN
Cameron Mcginley
Saint Louis, MO
Sean Mainwaring
Tampa, FL
Kurtis Anderson
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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