Robert
Bodnar

Cetera Investment Advisers LLC

CRD#2210287
Investment Advisor
in Pittsburgh, PA

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About this Advisor

Robert Bodnar is a financial advisor working in Pittsburgh, Pennsylvania with a total of 1 year of industry experience. Bodnar works at Cetera Investment Advisers LLC. Their career trajectory has included roles at First Commonwealth Bank, Essex National Securities, Infinex Investments, Inc, Wesbanco Securities Inc, Standard Bank Pasb, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Cetera Investment Advisors LLC and First National Bank Of Pennsylvania. Bodnar holds 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 Pennsylvania. Cetera Investment Advisers LLC is a registered investment firm based in Schaumburg, IL. The firm has offices in 1,614 locations and a total of 3,094 employees. It handles $33 billion in assets under management between its 176,986 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 431 charitable organizations. Of its 176,986 accounts, 23% are associated with high-net-worth investors who have at least $1 million in assets. The company provides a wide range 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. Fees for financial management typically are based on the type of financial services. Fees billed by Cetera Investment Advisers LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

7703 Mcknight Road
Pittsburgh, PA 15237

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$33,356,369,941

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

3,094

PA Average: 44
Total Number of Accounts

176,986

PA Average: 2,564
Average Account Size

$188,469

PA 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 Bodnar Work History

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

2022 - Present (2 years)

Standard Bank Pasb

2022 - Present (2 years)

Cetera Investment Advisers LLC

2022 - Present (2 years)

Cetera Investment Services LLC

2021 - 2022 (1 year)

Wesbanco Securities Inc

2016 - 2020 (4 years)

Cetera Investment Services LLC

2016 - 2020 (4 years)

Cetera Investment Advisors LLC

2016 - 2020 (4 years)

First National Bank Of Pennsylvania

2015 - 2016 (1 year)

Infinex Investments, Inc

2013 - 2016 (3 years)

First Commonwealth Bank

2013 - 2015 (2 years)

Essex National Securities

*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 Bodnar 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

Michael Nelson
Anaheim, CA
Stuart Wilson
Athens, AL
Howard Hsieh
Irvine, CA
Michelle Yang
San Marino, CA
Joseph Charron
Oklahoma City, OK
Randall Scott
Knoxville, TN
Robert Bodnar
Pittsburgh, PA
Allan Proske
Freehold, NJ

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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