Robert
Cerrito

Wealth Watch Advisors, LLC

CRD#2401876
Investment Advisor
in Clearwater, FL

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About this Advisor

Robert Cerrito is a financial advisor based in Clearwater, Florida with a total of 1 year of industry experience. Cerrito is an advisor for Wealth Watch Advisors, LLC. Their career trajectory has included roles at Tradewinds Capital, LLC, Sicor Securities Inc, Signature Investment Inc, Tradewinds Financial Inc, Secure Investment Managment, LLC, J.D. Mellberg Financial, LLC, The Prudential Insurance Co. Of America, Pruco Securities, LLC, Wealth Watch Advisors, Cerrito And Stanfill Wealth Management and Walser Wealth Management Company. Cerrito has Series 63 and Series 66 licenses, qualifying them as a securities broker, and can operate in Florida. Wealth Watch Advisors, LLC is a registered investment company operating out of Englewood, CO. The firm has offices in 47 locations and a total of 50 financial advisors. It administers $234 million in assets across its 2,500 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 2,500 customer accounts, 18% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice usually are based on the type of financial services. Fee types charged by Wealth Watch Advisors, LLC may include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

360 Central Avw Suite 800
Clearwater, FL 33764

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Wealth Watch Advisors, LLC Brokerage Details

Total Assets Under Management

$234,203,049

FL Average: $2,349,664,866
Total Number of Employees

50

FL Average: 28
Total Number of Accounts

2,500

FL Average: 1,101
Average Account Size

$93,681

FL Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robert Cerrito Work History

Robert has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Wealth Watch Advisors

2022 - Present (2 years)

Cerrito And Stanfill Wealth Management

2021 - 2022 (1 year)

Walser Wealth Management Company

2017 - 2021 (4 years)

The Prudential Insurance Co. Of America

2017 - 2021 (4 years)

Pruco Securities, LLC

2015 - 2017 (2 years)

Secure Investment Managment, LLC

2015 - 2017 (2 years)

J.D. Mellberg Financial, LLC

2014 - 2017 (3 years)

Tradewinds Financial Inc

2011 - 2013 (2 years)

Sicor Securities Inc

2011 - 2015 (4 years)

Signature Investment Inc

2004 - 2014 (10 years)

Tradewinds Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Cerrito 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 Wealth Watch Advisors, LLC

Bart Gernandt
Yukon, OK
Darren Hesselink
Washington, MI
Cash Matthews
Jenks, OK
Michael Giddeons
Comer, GA
Kevin Divecha
Colorado Springs, CO
John Kamm
Englewoood, CO
Eli Howard
San Antonio, TX
Jeffrey Martin
Chandler, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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