Robert Joseph Mastrangelo

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

• 01/1996 → Present
  City Of Highland Hts.
  Highland Hts., OH
• 01/2013 → Present
  Cetera Advisors Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2005-01-14 → 2007-07-18
  Legacy Advisory Services, Inc.
  North Royalton, OH
• 2001-01-23 → 2005-01-10
  Osaic Fa, Inc.
  Solon, OH

Other Businesses

(1) INSURANCE BROKERAGE WITH VARIOUS CARRIERS, MARKETING AND SELLING FIXED INSURANCE AND PRODUCTS SUCH AS LTC AND UL POLICIES, REPRESENTS 5% OF TIME. (2) NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO, ADDRESS: 2925 EUCLID AVE, CLEVELAND, OH, 44115, NATURE OF BUSINESS: ELECTIONS, START DATE: 11/2023, POSITION/TITLE/RELATIONSHIP: POLL WORKER LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: HELP STAFF POLLS, TRANSPORT BALLOTS, AND MATERIALS;

Exams

• S66 Uniform Combined State Law Examination
  1999-06-30

Other Names

• Robert J Mastrangelo