Robert Patrick Palombo

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

• 07/1976 → Present
  Robert Palombo
  Wantagh, NY
• 07/2001 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 03/2005 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1) ROBERT PALOMBO; SAME AS REGISTERED ADDRESS; ACCOUNTING AND TAX PREP; OWNER; ACCOUNTING; 30HRS/WEEK 2) FIXED INSURANCE; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; FIXED INSURANCE SALES; START 9/2014; INSURANCE AGENT; SELLS HEALTH INSURANCE.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-07

Other Names

• Robert P Palombo