Robert Brian Lowney

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

• 02/2012 → 09/2025
  Avantax Investment Services, Inc.
  Hadley, MA
• 02/2012 → 09/2025
  Avantax Advisory Services
  Hadley, MA
• 02/2012 → 09/2025
  Avantax Insurance Services, Llc
  Hadley, MA
• 08/2019 → 09/2022
  Apartment Sublet
  Hadley, MA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Hadley, MA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-06-12 → 2025-09-05
  Avantax Advisory Services
  Hadley, MA

Other Businesses

1) Hadley Tax & Financial 229 Russell Street~Hadley~MA~01035~Accounting~Owner/Sole Proprietor~10/24/2017~120hrs~120hrs~Tax Preparation, owner, supervisor, financial services. 2) HADLEY TAX POSITION: Owner NATURE: I am opening a second tax office as a second location for my existing tax practice. We will use the D/B/A of "Hadley Tax" at 10 West Street, #3s, Hatfield, MA 01038, effective January 1st, 2023. INVESTMENT RELATED: Yes NUMBER OF HOURS: 32 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2023 ADDRESS: 229 Russell Street, Hadley MA 01035, United States DESCRIPTION: As the current owner of Hadley Tax & Financial (previously reported), I am opening a second tax office. I will be involved in management duties there, overseeing three seasoned tax preparers. I will be involved in making sure that accounts payable and other tasks such as recording sales and deposits, payroll, etc. are being processed correctly. I expect that it may take me eight hours per week to oversee this satellite office.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-10
• S63 Uniform Securities Agent State Law Examination
  1991-06-04

Other Names

• Robert Brian Lowney
• Bob Lowney