Roberta Sue Kahn

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

• 01/2007 → Present
  Stay At Home Mom
  Great Neck, NY
• 03/2017 → 02/2018
  Invest Financial Corp
  Tampa, FL
• 02/2018 → 10/2022
  Lpl Financial Llc
  Commack, NY
• 10/2022 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 10/2022 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2025 → Present
  Sportime Port Washington
  Port Washington, NY

Previous Registrations

• 2021-08-03 → 2022-10-27
  Lpl Financial Llc
  Commack, NY

Other Businesses

1) PROFESSIONAL TAX SAVERS; COMMACK, NY; INVESTMENT RELATED; DBA FOR INVESTMENTS; FINANCIAL PROFESSIONAL; SINCE 09/22; 140 HRS/MO; 2) NAME OF OTHER BUSINESS: SPORTIME PORT WASHINGTON; INVESTMENT RELATED: NO, ADDRESS: 100 HARBOR ROAD, PORT WASHINGTON, NY 11050; NATURE OF BUSINESS: SPORT INSTRUCTION, START DATE: 05/2025, POSITION/TITLE/RELATIONSHIP: COACH, APX NUMBER OF HOURS PER WEEK: 5, APX NUMBER OF HOURS DURING TRADING HOURS: 0, BRIEF DESCRIPTION OF DUTIES: TEACH PICKLEBALL;

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-10-30

Other Names

• Roberta Kahn