Robert Isaac Gershkowitz

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

• 06/2015 → 03/2017
  Metlife Securities
  Tempe, AZ
• 07/2016 → 12/2024
  Massachusetts Mutual Life Insurance Company
  Scottsdale, AZ
• 03/2017 → 12/2024
  Mml Investors Services, Llc
  Scottsdale, AZ
• 12/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 12/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 12/2024 → Present
  Allwealth Planning
  Mesa, AZ

Previous Registrations

• 2018-04-06 → 2024-12-16
  Mml Investors Services, Llc
  Tempe, AZ
  Phoenix, AZ
  Scottsdale, AZ
  Meza, AZ
  Scottsdale, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: ALLWEALTH PLANNING INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL PLANNING START DATE: 12/2024 POSITION/TITLE/RELATIONSHIP: CO-FOUNDER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDING FINANCIAL SERVICES TO CLIENTS 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 10/2016 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 10 BRIEF DESCRIPTION OF DUTIES: SALES OF FIXED INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: R&D BEES PROPERTIES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: RENTAL PROPERTY; START DATE: 12/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: RENTAL OF SINGLE FAMILY HOME;

Exams

• S66 Uniform Combined State Law Examination
  2024-11-08
• S63 Uniform Securities Agent State Law Examination
  2015-09-16

Other Names

• Robert Gershkowitz
• Rob Gershkowitz