Clifford Mathew Robello

Current Employers

Employment History

• 03/2012 → 11/2024
  Cambridge Investment Research, Inc
  Fairfield, IA
• 03/2012 → 11/2024
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 11/2024 → Present
  Private Client Services, Llc
  Honolulu, HI
• 11/2024 → Present
  Pinkerton Retirement Specialists, Llc
  Honolulu, HI

Previous Registrations

• 2012-03-30 → 2024-11-06
  Cambridge Investment Research Advisors, Inc.
  Honolulu, HI
  Honolulu, HI
• 1999-05-11 → 2012-03-30
  Cetera Wealth Services, Llc
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI

Other Businesses

1) CRM Financial Advisors. 1003 Bishop St, Ste 2620 Honolulu, HI 96813. Provides financial and investment advice to clients. CEO and Senior Advisor. 320 hrs/mo; 150 during trading hrs. 2) Encorestate. 113 Cherry St, POB 60414, Seattle, WA 98104. Preparation of estate planning docs. Facilitating Estate Documents through Encorestate for clients. I am not acting as an attorney. 5 hrs/mo; 5 during trading hrs. Not investment related. 3) Cliff Robello. 1003 Bishop St, Suite 2620, Honolulu, HI 96813. Insurance/benefits/human resources/owner/partner of a business entity. Insurance sales. 10 hrs/mo; 10 during trading hrs. Not investment related. 4) Pinkerton Wealth Partners. 200 John Loop Coeur d'Alene, ID 93814. RIA. 200 hrs/mo; 150 during trading hrs. 5) Private Client Services, Broker Dealer, Registered Representative, Since 11/2024, Investment related 6) Retire Like a Shark, Author, since 07/2022, not investment related 7) National Christian Foundation - Hawaii Chapter. NCF provides gifting strategies based on biblical values, such as Donor Advised Funds, Charitable Gift Annuity, and others. Advisory Board Member. 2 hrs/mo, 0 hrs/mo. during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-07
• S63 Uniform Securities Agent State Law Examination
  1997-02-20

Designations

Other Names

• Cliff Robello
• Clifford Mathew Robello