Robert
Scherzinger
Cetera Investment Advisers LLC
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About this Advisor
Robert Scherzinger is a certified financial planner working in Portland, Oregon. Scherzinger is an employee of Cetera Investment Advisers LLC. During their career, Scherzinger has held roles at Umpqua Bank, Umpqua Investments, Inc, Cetera Investment Services LLC and Cetera Investment Advisers LLC. Scherzinger maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Oregon. Cetera Investment Advisers LLC is a firm based in Schaumburg, IL. The company has offices in 1,614 locations and a total of 3,094 advisors. It controls $33 billion in assets between its 176,986 accounts, placing it among the largest firms in the country by assets under management. The firm serves 431 charitable organizations. Of its 176,986 client accounts, 23% belong to high-net-worth individuals who have greater than $1 million in assets. Cetera Investment Advisers LLC offers a diverse assortment of services, including 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 management fee schedules typically are based on which services are provided. However, fee types billed by Cetera Investment Advisers LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$33,356,369,941
3,094
176,986
$188,469
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 Scherzinger Work History
Robert has been registered as a financial advisor for 0 years.*
Umpqua Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Umpqua Investments, Inc
Umpqua Bank
*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 Scherzinger 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.
