Robert R Scola

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

• 02/1996 → Present
  P & C Insurance Sales
  Cave Creek, AZ
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. INDEPENDENT INSURANCE AGENT, DBA SCOLA & SCOLA ASSOCIATES, DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, PROPERTY & CASUALTY FOR 20HRS/WK & 5HRS EVENING & WKENDS SINCE 1992 2. DBA AMBASSADOR GROUP, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, INSURANCE SALES, STARTED 4/2015, AGENT, APX 20 HOURS PER WEEK, APX 20 HOURS DURING TRADING HOURS, SALES OF FIXED INSURANCE. 3. NAME OF OTHER BUSINESS: AMBASSADOR FINANCIAL MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 11/2016 POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTITIVE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 4. NAME OF OTHER BUSINESS: N/A; INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: PROPERTY RENTAL; START DATE: 01/2023; POSITION/TITLE/RELATIONSHIP: HOME OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: PREP HOME FOR RENTAL & CLEAN UPON RETURN;

Exams

• S66 Uniform Combined State Law Examination
  2016-09-12
• S63 Uniform Securities Agent State Law Examination
  1992-12-17