Robert Harry Stahler

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/1984 → Present
  Robert H. Stahler, Jr Cpa
  Lutherville, MD
• 10/1996 → 09/2025
  Avantax Investment Services, Inc.
  Cockeysville, MD
• 11/1997 → 09/2025
  Avantax Advisory Services
  Cockeysville, MD
• 06/2016 → 09/2025
  Avantax Insurance Agency, Llc
  Cockeysville, MD
• 08/2018 → Present
  Total Adm Service
  Madison, WI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Cockeysville, MD
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1999-01-01 → 2025-09-05
  Avantax Advisory Services
  Cockeysville, MD

Other Businesses

1) Fiduciary Appointment Trustee 1516 Applecroft Lane Cockeysville MD 21030 12/1/1993 0hrs~0hrs Deposit annual contribution, mail Crummey letters, and pay insurance premium annually 2) Robert H. Stahler Jr CPA Tax Preparation/Accounting 3) Robert H Stahler Jr CPA 1516 Applecroft Lane Cockeysville MD 21030 Tax Preparation/Accounting 6/1/1984 200hrs~160hrs Accounting services 4) TOTAL ADM SERVICE 2302 International Lane MADISON WI 53704 Accounting Services/Tax Preparation Independent Contractor 8/1/2018 1hrs~1hrs~REFERRA4

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-12-11
• S65 Uniform Investment Adviser Law Examination
  1997-09-12

Other Names

• Robert Harry Jr Stahler