Robyn
Lazaro
Cetera Advisors LLC
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About this Advisor
Robyn Lazaro is a financial advisor operating in Gaithersburg, Maryland. Lazaro currently works for Cetera Advisors LLC. Throughout their career, Lazaro has worked at Metropolitan Life Insurance Company, Metlife Securities Inc, #Ia Metlife Securities Inc, Securian Financial Services Inc, Minnesota Life, Financial Advantage Associates, Bank Of America, N.A, Prudential Insurance Company Of America, Pruco Securities, LLC, Robyn Lazaro Independent Broker, Lazaro Jewelry Consultants, Merrill Lynch, Pierce, Fenner & Smith Inc and Cetera Advisors. Lazaro holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Cetera Advisors LLC is a firm that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 employees. It has $21 billion in assets across its 90,646 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 294 charitable organizations. Of its 90,646 client accounts, 26% are associated with high-net-worth clients who have more than $1 million in investable assets. The business has a number of services, such as 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. Financial advisory fees typically vary depending on which services are offered. However, fee types charged by Cetera Advisors LLC can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
Robyn Lazaro Work History
Robyn has been registered as a financial advisor for 0 years.*
Cetera Advisors
Lazaro Jewelry Consultants
Prudential Insurance Company Of America
Pruco Securities, LLC
Robyn Lazaro Independent Broker
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Securian Financial Services Inc
Minnesota Life
Financial Advantage Associates
#Ia Metlife Securities Inc
Metropolitan Life Insurance Company
Metlife Securities Inc
*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 Robyn Lazaro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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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.
