Robert Davis

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

• 09/2014 → 06/2021
  Voya Financial Advisors
  Olympia Fields, IL
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-05-17 → 2021-06-09
  Voya Financial Advisors, Inc.
  Naperville, IL
  Olympia Fields, IL
  Matteson, IL
  Brooklyn Park, MN

Other Businesses

NAME OF ENTITY:Robert Davis & Associates; Yes; 20200 Governors Dr, Ste 106; Olympia Fields; IL; 60461; Financial Services/dba; Owner, President; 3/1/1995; 240; 240; Sale and Service Insurance and Securities Products.|NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 20200 Governors Dr., Ste 106; Olympia Fields; IL; 60461; fixed insurance sales; Independent Insurance Agent; 4/1/1986; 50; 25; sale of fixed insurance products.|

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-01
• S63 Uniform Securities Agent State Law Examination
  1991-11-14