Robert Steven Weissbein

Employer firm

Capital Analysts CRD 162200

$8.77B regulatory AUM 57 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2000 → Present
  Complete Financial, Inc.
  Plantation, FL
• 02/2014 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 02/2014 → 11/2020
  Frist Allied Advisory Services, Inc.
  Chesterfield, MO
• 11/2020 → 12/2023
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 12/2023
  Cetera Advisors Llc
  St Cloud, MN
• 12/2022 → Present
  Complete Financial Wealth
  Naples, FL
• 12/2023 → Present
  Lincoln Investment
  Fort Washington, PA
• 12/2023 → Present
  Capital Analysts
  Fort Washington, PA

Previous Registrations

• 2020-11-23 → 2023-12-18
  Cetera Investment Advisers Llc
  Plantation, FL
  Naples, FL
• 2014-03-19 → 2020-11-12
  First Allied Advisory Services, Inc.
  Cooper City, FL
  Davie, FL
  Plantation, FL
• 2013-01-31 → 2014-03-17
  Capital Guardian Wealth Management, Llc
  Davie, FL
• 2007-03-02 → 2013-01-02
  Nfsg Corporation
  Plantation, FL
  Boca Raton, FL
  Davie, FL
  Davie, FL
• 2005-09-28 → 2007-02-09
  United Securities Alliance, Inc.
  Plantation, FL
  Plantation, FL
• 2004-08-10 → 2005-05-17
  Complete Financial, Inc.
  Plantation, FL

Other Businesses

COMPLETE FINANCIAL INC. POSITION: Owner, President NATURE: Insurance, Consulting, Tax Prep INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 01/01/2000 ADDRESS: 18456 Royal Hammock Blvd, Naples FL 34114, United States DESCRIPTION: Insurance sales, business consulting, business valuation as part of consulting COMPLETE CONSTRUCTION COLLIER LLC POSITION: Owner / Manager NATURE: Residential Construction INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2025 ADDRESS: 18456 Royal Hammock Blvd, NAPLES FL 34114, United States DESCRIPTION: Managing sub contractors and material suppliers

Exams

• S63 Uniform Securities Agent State Law Examination
  1983-03-07

Other Names

• Bob Weissbein